Wealth Management
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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1 min read
Advisory
Debt-laden network Sesame has been given access to a £45m bailout fund by its parents Aviva and Friends Life.
06 July 2015
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3 min read
Bonds
Former Old Mutual bond manager Stewart Cowley has launched a new venture providing investment advice and portfolio management to advisers and fund groups.
03 July 2015
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2 min read
UK
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.
03 July 2015
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3 min read
Advisory
Brown Shipley has acquired financial planning business Hampton Dean for an undisclosed amount.
02 July 2015
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Wealth Management
Wealth manager European Wealth has completed the £3m acquisition of IFA business ISM Solutions it announced in its annual results in May.
02 July 2015
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Wealth managers
Hargreaves Lansdown has agreed to acquire £370m of assets from J.P. Morgan Asset Management for an undisclosed amount, as the latter ceases to offer certain direct investments to individual clients.
30 June 2015
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