Wealth Management
Wealth Management
Private bank and wealth manager BHF Kleinwort Benson has received a takeover approach from Chinese investment bank Fosun International.
27 July 2015
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Advisory
Consolidator AFH Financial has acquired two more advisory firms, bringing its total acquisitions in the last year to twelve.
27 July 2015
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Wealth Management
Brooks Macdonald Group has seen its discretionary funds under management grow to £7.4bn at the end of June, despite "unhelpful markets" in the fourth quarter.
24 July 2015
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Wealth Management
Thomas Miller Investment has hired former Sanlam Private Investment head of business development Bruce Ely-Johnston.
20 July 2015
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Advisory
Business is booming for advisers, according to a poll that signals increasing profitability and confidence in the sector two years after the rule change doomsayers said would herald its demise.
17 July 2015
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Wealth Management
Quilter Cheviot has handed the leadership of its Edinburgh office to Mark Hallam, as current head Alan Aitchison steps back from the role.
16 July 2015
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1 min read
Europe
Geneva-based banking group SYZ has agreed to acquire the Swiss private banking subsidiary of Royal Bank of Canada in a move which doubles the firm's assets under management and expands its reach across the world.
14 July 2015
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Wealth Management
The second quarter of 2015 proved to be as eventful as the first for the wealth management space, as M&A, bid rumours and restructurings continued to take the headlines.
09 July 2015
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Wealth Management
Quilter Cheviot has completed a comprehensive reorganisation of its executive team, five months after it was taken over by Old Mutual Wealth.
08 July 2015
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Advisory
Sanlam UK made £10m from the sale of its stake in advice network Intrinsic to Old Mutual Wealth.
07 July 2015
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