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Wealth and Asset Management

11/13/2017

Wealth consolidator seals £2 million deal for Essex firm

This first purchase of an IFA business during the current financial year demonstrates the continued high level of activity that we are seeing in the market.

11/13/2017

Millennials Set To Call The Tune

Middle East Wealth Management Industry In Sea of Change

11/13/2017

World's largest multi-boutique asset manager to launch Multi-Asset Investment Manager

With over $560 billion in AUM,2 the combined business will rank as a top 10 U.S. institutional asset manager and a top 50 manager globally.

11/13/2017

Global leader in wealth structuring solutions announces acquisition

The acquisition is subject to regulatory approval and is expected to complete in 2018.

11/13/2017

LGT Launches Sustainable Market Neutral Fund

LGT Capital Has Unveiled A Sustainable Equity Market Neutral Strategy

11/13/2017

Independent asset manager expands to Italy

Was first established in 2009 by Alida Carcano and Dario Micheli in Lugano.

11/13/2017

BMO plays pivotal role in bridging business in Asia and North America

Bank of Montreal optimistic about opportunities in China and expands wealth-management services across Asia

11/13/2017

Refile-Value Of Saudi Sovereign Fund Jumps Amid Market Turmoil

Anti-Corruption Probe Disrupting Parts Of Private Sector

11/13/2017

Gérard Cohen One of the Most Successful Bankers in the World, He Is the Founder of the International School of Monaco

He has remained involved in the school since its foundation, and is currently Chairman of the Board of Trustees.

11/12/2017

Private Banking In Switzerland: Poised For A FinTech Revolution?

Has The Future Of Banking Already Arrived?

11/12/2017

Hong Kong Should Rebrand Itself As A Low Tax Haven

Hong Kong Is Confronted With A Genuine Opportunity To Dominate The Compliant Tax Haven Business

11/12/2017

I know bankers in Asia who’ve got $1.2m sign-on bonuses this quarter

How much money are we talking?

11/10/2017

Swissborg: Reshaping Wealth Management Through Tokenization

Blockchain Is Designed To Be A Decentralized System

11/10/2017

Investec W&I Launches Private Office

Investec W&I Is Seeking To Expand Its Reach In The High Net Worth Market With The Launch Of A Private Office

11/09/2017

Behind the scenes at the ‘Oscars of finance’

It was a night to remember and Gatsby-like glitz, writes Olenka Hamilton

11/09/2017

UBS Reshuffles Advisory Leadership In Investment Bank Memo

Swiss Lender UBS Has Reshuffled Senior Positions At Its Investment Bank By Appointing New Regional Heads

11/09/2017

National Philanthropic Trust UK Wins WealthBriefing GCC Region Award 2017

NPT-UK was recognised by WealthBriefing for its donor-advised fund giving vehicles, which provide private clients with an alternative to setting up their own charitable foundation.

11/09/2017

SJP chief praises 'admirable' variable fund fees

Fidelity recently announced investors would be charged based on a fund's performance.

11/08/2017

Rowan Dartington hits £2bn two years after SJP buy

It is now in the process of opening up a new Nottingham office.

11/08/2017

ZEDRA announces completion of the acquisition of Interconsult, Luxembourg

Interconsult was established in 1992 and as such one of the oldest corporate service firms in Luxembourg and is located in the centre of Luxembourg City.

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