08/18/2022
Our view on defence stocks
Though we don’t exclude this sector, we explain how our responsible investing does not encompass certain companies as we commit to long-term sustainable returns for clients.
Wealth and Asset Management
08/18/2022
The bear necessities: What are bear markets and are there opportunities for investors?
We examine what markets moving in bear territory means for investors and how they relate to the broader economic outlook as well as how they can provide opportunities.
08/18/2022
Verso Wealth Management buys Campbell Thomson, extending its presence into Scotland
Stewart Thomson and Euan Bottomley, Campbell Thomson’s owners, will remain in the firm working with Verso’s executive team to expand Verso’s presence across Scotland.
08/17/2022
Standard Chartered Private Bank launches internal phishing campaign
This comes at a time where various organisations have shown phishing to be at a high.
08/17/2022
VP Bank Group holding its own in a challenging environment
The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.
08/17/2022
LGT delivers a premium online service with CREALOGIX
The team at LGT recognised an increasing use of mobile and an increased frequency of access to their online client portal accounts.
08/17/2022
Jersey Shortlisted for ‘IFC of the Year’ at 2022 Citywealth Awards
Continuing to be recognised as a leading IFC even after the turbulent couple of years that we have all experienced underlines Jersey’s resilience and adaptability, as well as the extensive pool of talent, skill, and expertise that makes up and stren
08/16/2022
M&G to launch IFA buyout scheme
The firm told FTAdviser that the scheme will go live in the “near future”, with no exact date set.
08/16/2022
Julius Baer embarks on 5-yr transformation strategy
It generally banks with ultra high net worth individuals who have investable assets of Rs 25-100 crore, even though a customer could start an account with Rs10 crore.
08/15/2022
Tatton Asset Management bolsters investments offerings via £7m 8AM Global Limited acquisition
Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.
08/15/2022
Deutsche Bank mourns Anshu Jain
Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.
08/15/2022
Baloise sells German run-off portfolio
The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.
08/15/2022
Schroders UK Platform awards announces finalists
Platform of the Year and Adviser categories published
08/15/2022
IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
08/15/2022
IWP acquires £250m Cambridge advice firm
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
08/12/2022
The growing role of External Asset Managers
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
08/12/2022
VZ Group sees assets grow to CHF 6bn in H1
The group increased its net profit to CHF 77m in the first half of the year.
08/12/2022
WH Ireland boss: We won't make acquisitions until we are profitable
Bishop’s predecessor Steve Ford had previously told FTAdviser he expected the unit to grow its AUM to £3bn in the coming years, from £1.6bn at the end of March. Of that, £1bn is managed on a discretionary basis.
08/12/2022
UK economy: better-than-expected GDP paves way for more rate rises
Better-than-expected UK economic performance may come at the cost of higher interest rates as the Bank of England is showing new focus on taming inflation
08/12/2022
Aviva to complete Succession acquisition and support further consolidation
Succession has established itself as one of the leading consolidators in the UK’s advice and wealth management sector, which is highly fragmented and going through an extended period of busy M&A activity.