02/21/2022
Belfast wealth management firm has recorded ‘significant growth’ throughout 2021
A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.
Wealth and Asset Management
02/21/2022
Family offices should consider multiplying their giving with impact investing
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue
02/21/2022
Wealth management in the new world
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/18/2022
Man GLG launches global bond fund for AAA-rated Golan
The Man GLG Global Investment Grade Opportunities fund will invest at least 80% of its net asset value in investment grade bonds
02/18/2022
Coutts doubles net new flows as bank heeds ‘step change’
Flavel said 2021 proved to be “a stand-out year”, both in terms of Coutts' financial results
02/18/2022
SJP chooses fund manager for £2.8bn mandate
“In this context, a multi-asset strategy underpinned by a dynamic and consistent investment process is well suited to protect investors from these risks.”
02/17/2022
Standard Chartered unveils $750m share buy-back as it reports a rebound in profits
A reconciliation of restructuring and other items excluded from underlying results is set out
02/17/2022
Markets Gripped by Geopolitical and Inflation Risks
Economists at JPMorgan now expect UK inflation to hit potentially 10% year-on-year due to the rise in energy prices and likely tax increases.
02/17/2022
REYL Intesa Sanpaolo completes the integration of Intesa Sanpaolo Private Bank (Switzerland)
The partners of REYL Intesa Sanpaolo hold collectively 31% of the combined entity.
02/17/2022
M&G buys TCF to enter model portfolio market
M&G Wealth will take responsibility for the ongoing management of Maps, and will also launch a new range of portfolios in the coming months.
02/17/2022
GAM Holding AG announces full-year 2021 results
Ad hoc announcement pursuant to Art. 53 listing rules
02/16/2022
Fund manager Liontrust faces investor revolt over 'excessive' pay awards
A significant proportion of the £1bn asset manager's shareholders are expected to reject its plans for a new executive pay policy on Wednesday, Sky News understands.
02/16/2022
UK financial advice company buys IFA firm
Combined business will have over £250m AuM with bases in Liverpool, Bolton, Lancaster and Watford
02/16/2022
Kingswood buys Eastleigh-based IFA for £3.6mn
The IFA provides financial advice to more than 750 clients
02/16/2022
Kingswood acquires Aim Independent Limited
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
02/15/2022
Sold Sanlam wealth business names new top team
It aims to be the first truly digitally enabled, hybrid wealth business in the UK
02/15/2022
Banca March buys BNP Paribas's Spanish private bank
BNP Paribas will transfer 80% of its portfolio of clients and its bankers to the Spanish bank, the newspaper said, adding the French bank will retain 20% of the business.
02/15/2022
Discussing top trends in 2022 for the Wealth Management sector
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
02/15/2022
IQ-EQ wins ‘Best Wealth Planning Team’
It’s the second year in a row that IQ-EQ’s Swiss team has scooped this award, reflecting the success of their agile, service-focused approach.
02/14/2022
SJP has largest number of funds in the 'dog house'
The largest of SJP's dog funds was the £3.05bn Global Equity fund