Wealth Management
US wealth manager SEI to close Dubai office
US-headquartered SEI is to close its office in the Dubai International Financial Centre next month and will service its Middle East clients from London.
Neptune and Raymond James join forces for DFM launch
UK-based fund manager Neptune Investment Management is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.
Schroders/Cazenove to acquire C. Hoare & Co’s WM arm
Schroders-owned Cazenove Capital Management is to acquire C. Hoare & Co’s wealth management business, with the deal set to complete in Q1 2017.
Best Practice | 28 Sep 16
Why wealth managers need to change their business models
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.
Tax & Regulation | 14 Sep 16
FCA plans to ban Barclays Wealth man over destroyed report
The Financial Conduct Authority (FCA) has said it intends to ban former chief operating officer of Barclays Wealth and Investment Management Andrew Tinney.