04/29/2019
A Story of Asset Management in Five Pieces
Article by article, it will move to the 1950s, 1960s, 1970s, 1980s, 1990s and will finally take a look at the present situation of this industry.
Wealth and Asset Management
04/29/2019
Sanlam UK Acquires Thesis Asset Management
The deal will take Sanlam’s UK private client discretionary assets under management to £4.2 billion.
04/29/2019
London luxury property prices rise slightly in the last quarter but sales hit a six-year low
These are the findings of the latest CLPPI, which launches today and shows the impact that Brexit and stamp duty hikes have had on the market – with sales volumes dropping to their lowest level since 2013*.
04/29/2019
Leading wealth management firm expands with IFA acquisition
The acquisition is expected to complete, subject to standard conditions being met, in the summer of 2019.
04/29/2019
The War on Wealth: Inside the latest edition of Spear’s
Hers is one of the most important interviews conducted in the history of Spear’s and is absolutely essential reading.
04/29/2019
Wells Fargo Taps Spencer Stuart to Find CEO
The bank’s general counsel, C. Allen Parker, will serve as interim CEO while Spencer Stuart conducts the search.
04/28/2019
The shock wave reaches the shore by Tim Price
The allure of Asia as an investment destination has not dimmed during the past half century.
04/28/2019
Barclays’ investment bankers have fallen out of the Premier League
In 2009, Bob Diamond and BarCap were the financial sector’s Man Utd. Now investors want the unit brought to heel
04/28/2019
Jet-set private school chain Inspired Education appoints Rothschild to sell stake
It is understood the company’s underlying earnings are in excess of £115m.
04/26/2019
Deutsche Bank: Profit up on cost cuts, revenue off
Our continued cost discipline helped us to offset lower revenues and we are well on track to meet our 2019 cost target of 21.8 billion euros.
04/26/2019
Wealth Management Drives Ameriprise Financial in Q1
More than half of Ameriprise Financial’s pretax adjusted operating earnings came from its Advice and Wealth Management unit.
04/26/2019
ZEDRA Sets Sights on Asia as Market Dynamics and Client Needs Both Evolve
Deconinck explains ZEDRA’s expansion plans for Asia, why the firm’s suite of services is ideally suited for the world he sees ahead and why he is passionate about causes from helping young musicians to promoting human rights.
04/26/2019
Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures
Bank didn’t reveal it only evaluated funds that shared fees
04/26/2019
Stats the way I like it by Joe Moynihan, CEO, Jersey Finance
It’s also the same year the Foot Review was published, which pointed to the high standards Jersey holds itself to and made clear its positive contribution to the UK economy.
04/26/2019
Coutts and Adam & Co Q1 2019 Results
We continue to see the benefits from these changes
04/26/2019
UBS Americas’ New Client Money, Advisor Count Slip in ‘Challenging’ First Quarter
Profit at Wealth Americas fell 17% from the year-earlier first quarter to $333 million, but remained UBS’s most profitable geographic wealth unit.
04/26/2019
Gresham House battery trust seeks £75m in second fund raising
The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.
04/26/2019
Director/PDMR Shareholding - Close Brothers
This information is provided by RNS
04/26/2019
RBS reports £707m profit in first quarter
In the UK mortgage market, RBS lent £7.6bn in the quarter, bringing their lending in the housing market total up to £150.6bn.
04/26/2019
Swiss Banks collude with Zurich fund data platform to restrict global competition
Anti-competitive agreements uncovered between UBS, Credit Suisse and fundinfo