Amex to acquire UBS’s 50% stake in Swisscard
American Express is to become the sole holder of Swisscard.
Wealth and Asset Management
15049 articles found
Aberdeen firm is financial group’s latest acquisition
This acquisition brings Fairstone’s funds under management to more than £17 billion, with a client base exceeding 125,000 across the group.
Future Growth Capital secures landmark approval for first UK-dedicated multi-asset LTAF
The UK LTAF is the first multi-asset LTAF to be dedicated to the UK market.
Top 3 Société Générale Private Wealth Management Interview Questions
While it’s always a bit surprising to see an investment bank purposefully shrink its wealth management division, this approach by Krupa seems sensible.
Where can wealth managers find opportunity when assets are in flux?
Firms will come under increasing pressure to deliver best-in-class client experiences
Söderberg & Partners invests in four more IFA firms
Cheltenham IFA Ltd has a wealth management proposition at its core and builds long-lasting relationships with its clients that regularly progress to the next generation.
New Rumors Surrounding VP Bank
This positions us well for the second half of our strategy, where we will accelerate profitable growth, building on an open wealth-capable IT platform, a regional target organization, and improved risk management.
Groupama AM acquires Inocap Gestion
Groupama Asset Management is accelerating its growth in the IFA market.
Swiss Wealth Managers Shift Focus to Asia Amid Industry Changes
The rise of these Asian centers is partly due to the growing wealth in the region, with significant inflows from China, contributing to their rapid growth.
CMU OmniClear Limited and SIX cooperate to open up further cross-border investment opportunities
They will also intensify their working relationship and maintain channels for the exchange of information.
St James’s Place: Analysts back UK’s largest wealth manager
By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.
Rathbones ups cost savings after Investec merger
Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation