11/07/2016
Changes in the South African advisory landscape
The shift to a commission-free environment will be finalised during 2017.
Wealth and Asset Management
11/07/2016
TBC Bank Wins Multiple Awards for the Best Private Banking Lines
TBC Bank has won The Banker’s and PWM’s joint award for the third year running
11/07/2016
HSBC in crisis as profits drop 86 per cent amid calls for criminal tax probe
The bank's announcement comes after it was revealed the sale of its Brazilian unit cost it £1.4bn.
11/07/2016
Westpac draws line in sand as profit flat at $7.82 billion
Westpac pushed the dividend payout ratio to 80 per cent
11/06/2016
Berenberg’s rapid expansion shows no sign of letting up
Hamburg based bank builds up research team and capital markets business
11/06/2016
Advisory firms redesign their offices to attract millennial clients
Office redos like SignatureFD's are the latest way financial advisory firms are adjusting their businesses
11/06/2016
The Americans are coming — lock up your funds
Asset managers in the US are looking to London
11/04/2016
Ex-Tilney Bestinvest research head joins 7IM
New Senior Investment Joins Seven Investment Management
11/04/2016
UBS Said to Be Among Banks Weighing Argentina Wealth Management
UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process
11/04/2016
Canadian wealth management firm sells 80pct stake in GSFM
The time being the business will continue to operate under the name GSFM.
11/04/2016
ANZ wealth sale marks end of an advice era
Whether or not ANZ actually goes ahead with the sale.
11/04/2016
Boutique advice firm joins Fortnum
Fortnum's core values, operating model and ownership structure align with our core values and requirements.
11/04/2016
Equilibrium sees turnover soar
The financial planning specialist now looks after more than 850 families and manages over £595m worth of assets.
11/04/2016
Van Lanschot reports AUM up
Despite the typically lower client trading volumes over the summer, commission income was stable compared with the first two quarters of 2016.
11/04/2016
The Flurry of November: TLP, Spears and Seminars by Penny Lovell
This week saw the fourth module of the Trustee Leadership Programme, which we run in partnership with Cause4 and The Clothworkers’ Company. The final “matching” evening will take place in a few weeks where participants will have the oppo
11/03/2016
OCBC builds up private banking as costs soar
For us, it is very important to continue to build up the scale in this business.
11/03/2016
BSI Bankers Had Free Reign in 1MDB Dealings
The Swiss private bank was shut down in Singapore in May for allegedly helping to launder 1MDB money.
11/03/2016
GMP faces ‘good dilemmas’ as it weighs possible sale of RGMP
TD recently sought an extension on its exclusivity to perform due diligence until Nov. 22, but it remains unclear whether that process will result in the bank making a final, binding bid.
11/03/2016
Credit Suisse posts surprise Q3 net profit; raises legal reserves
The Swiss bank's profit for the three months to end-September was well above the average estimate for a 120 million franc loss in a Reuters poll of five analysts.
11/03/2016
Schroders reports wealth management profit dip
UK bond and equity prices hit simultaneous record highs and investors began to question asset prices