10/01/2012
Canaccord Completes Acquisition
Canaccord Financial has announced that its acquisition of Eden Financial's wealth management business completed today, following the approval by the UK's Financial Services Authority.
Wealth and Asset Management
10/01/2012
Wealth management stagnates at Canada's big banks
Wealth management profits at Canada's big banks shrank or stagnated in the sector's third quarter, as market malaise and skittish investors again neutralized a segment expected to emerge as a future money-maker for the nation's big lenders.
10/01/2012
BNY Mellon Acquires 100% of WestLB Mellon Asset Management
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
London-based wealth manager in £3.5m bolt-on
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Alexander Beard Group in Outsourced Investment Partnership
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
Impax AUM falls
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial acquires Eden Financial AM
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Fairbairn name may disappear as Nedbank restructures HNW proposition
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
Blacktower opens office in Tenerife
The new Tenerife office brings Blacktower’s office portfolio to eight
09/27/2012
Affluent Americans Ready to Take On More Risk - RESEARCH
Merrill Lynch Wealth Management has released findings from its Merrill Lynch Affluent Insights Survey, a report examining the values, financial priorities and concerns of affluent Americans.
09/27/2012
Too much gold and just nowhere to put it?
Barclays new vault opens for gold
09/27/2012
UBS Confident Wealth Management Americas Can Reach Target
“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”
09/27/2012
Asian Philanthropists Constitute 45% Of The Top 20 Next Mega Donors
"The opportunities for fundraising professionals are immense."
09/27/2012
European Wealth makes third acquisition in South East push
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
HSBC takes wealth management to MENA
HSBC Global Asset Management has made a foray into wealth management in the Middle East and North Africa (MENA) region.
09/26/2012
Morgan Stanley debuts ad campaign for renamed unit
To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign
09/26/2012
Wealth management firms handle uncertainty
"There’s an overall higher level of pessimism than average."
09/26/2012
Panmure eyes move into wealth management
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
Rowan Dartington launches IFA business
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.
09/26/2012
New head of Catella’s wealth management announced
The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.