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Wealth Management

SocGen buys Kleinwort Benson to create WM behemoth

Companies | 15 Mar 16

SocGen buys Kleinwort Benson to create WM behemoth

Societe Generale has agreed to buy Kleinwort Benson’s UK and Channel Islands wealth management businesses for an undisclosed sum.

Vestra to be majority owned by Switzerland’s LGT

Companies | 14 Mar 16

Vestra to be majority owned by Switzerland’s LGT

Vestra Wealth is to become majority owned by Swiss wealth manager LGT after it struck a deal to acquire shares in the business from Vestra’s external investors.

Harwood Wealth announces IPO, targets AIM listing

Companies | 11 Mar 16

Harwood Wealth announces IPO, targets AIM listing

Harwood Wealth Group, a UK-based discretionary wealth manager, said on Friday it plans to launch an initial public offering and list on the AIM market of the London Stock Exchange.

Survey: Investors want transparency

Macro Views | 10 Mar 16

Survey: Investors want transparency

Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.

Custodian on the evolution of the life insurance market

Europe | 8 Mar 16

Custodian on the evolution of the life insurance market

Tom Olander, a director of Custodian Life, talks clients, technology, growth and the trends that are now shaping the life insurance market.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.