04/25/2019
Investec Private Bank to replace SVR on its fixed rate range
The bank currently offers two, three, four, five and 10-year fixed rate mortgage products
Wealth and Asset Management
04/25/2019
The big calls 8 wealth managers have made this quarter
We recently asked wealth managers where they were finding the best opportunities in the second quarter of 2018.
04/25/2019
Butterfield Bank To Acquire ABN AMRO Limited
“The aggregate purchase price is approximately £161 million in cash [US$208 million], subject to certain purchase price adjustments.
04/24/2019
$10 trillion custodian Northern Trust is exploring shutting off external email for thousands of its employees as it tries to thwart cyber threats
Northern Trust recently added a global head of data privacy to shape these policies.
04/24/2019
Schroders faces investor backlash over family appointment
Glass Lewis also told investors to block the re-election of Michael Dobson as chair, who with responsibility for the board make-up, 'should be held accountable for this failure'.
04/24/2019
Morgan Stanley Shakes Up Wealth Unit, Shifting O'Connor to Banks
Shelley O’Connor to focus full-time on running two bank units
04/24/2019
Credit Suisse Ends String of Losses in Trading
Main trading unit posts bigger-than-expected profit in quarter
04/24/2019
Van Lanschot Kempen trading update: first quarter 2019
In January, Asset Management started marketing its Global Listed Infrastructure Fund and European Private Equity Fund.
04/24/2019
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports
The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.
04/23/2019
Wealth in Canada: Sizing the Market Opportunity 2019
Analyzes which asset classes are favored by Canadian investors and how their preferences impact the growth of the total savings and investments market
04/23/2019
Barclays Wealth selection head on travel, Buffett, and asking great questions
Improving people’s wealth and delivering good outcomes for clients, particularly when I can do that in an innovative way.
04/23/2019
Elizabeth Warren wants to use her wealth tax to wipe out Americans’ college debt and pay for tuition
She says her proposal would benefit 95% of the 45 million Americans carrying student debt and wipe it out for 75% of them.
04/23/2019
Sanlam UK signs discretionary funds management agreement with VAM
Each of the three VAM discretionary funds is designed to suit a specific investor preference and risk profile.
04/23/2019
Credit Suisse Looks Into the Future
Supertrends are investment themes that link major secular developments such as political changes in the West
04/23/2019
Two Sanctuary Wealth Partners Advisers Named To Financial Times 400 Top Advisers List
This is the fourth consecutive year that brothers Chris Cooke and Brian Cooke have been named to this select list.
04/23/2019
Transaction in Own Shares
Following the transfer of these shares, the Company holds 716,695
04/18/2019
Morgan Stanley wealth assets rise 4%, open to acquisitions
The firm's 15,708 advisor headcount was almost flat from the previous year, reflecting Morgan Stanley's plan to focus on organic growth rather than recruitment to grow its wealth business.
04/18/2019
Botswana's Blue Diamond Set to Challenge Its Most Famous Rival
Okavango Blue graded higher than Hope Diamond for purity
04/18/2019
Russ Prince: Why Life Insurance Agents Are Becoming Wealth Managers
Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial services and products.
04/18/2019
How to start a much-needed conversation about money this Easter by Penny Lovell
This research really got me thinking about how I would broach this potentially awkward conversation with my own family.