07/29/2021
Half year results for the six months ended 30 June 2021
Strong investment performance drives growth and profits
Wealth and Asset Management
07/29/2021
What’s on the digital horizon for wealth management?
These trends accelerated digitalisation across financial institutions, including the wealth management sector.
07/29/2021
It’s time to talk: intergenerational wealth planning
Families of today come in all shapes and sizes, and modern families are often larger and very different to those 40 or 50 years ago.
07/29/2021
Fortunis Capital Eyes Wealth Management Investments
It also means that an investee wealth management firm will be able to offer venture capital investment to some of its clients.
07/28/2021
St. James's Place Half Year Results 2021
Growth in new business and funds under management has resulted in strong growth in income
07/28/2021
‘The Queen’s bank’ Coutts joins the ranks of ethical brands
Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status
07/28/2021
Rathbones Funds under management and administration up 8.2%
The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.
07/28/2021
PraxisIFM announces sale of Fund Administration division
Formed in 2005, the PraxisIFM Funds Business is one of the leading players in the European listed funds sector and augments Sanne’s existing presence in this important market.
07/28/2021
Barclays H1 2021 Results
Barclays has announced its H1 2021 Results at 7am UK time on 28th July.
07/28/2021
Inflection Point Intelligence launches Henley Family Office Program
The new family office executive training program builds on IPI’s successful Henley Executive Hedge Fund Programme in collaboration with Henley Business School, which has become a globally recognised training and education resource for professionals
07/28/2021
Perspective buys four IFAs to reach £3.6bn AUM
“We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial resources"
07/28/2021
Deutsche Bank reports profit before tax of € 1.2 billion in the second quarter of 2021
The cost/income ratio was 80%, down from 85% in the prior year quarter.
07/28/2021
Fortunis Capital to invest in leading UK wealth management firms
The new drive is a completely separate strand of the business from the Fortunis venture capital investments.
07/27/2021
Schroders Capital surpasses €330 million for its fifth European infrastructure senior debt fund
Fund V, which is managed by Schroders Capital’s specialist infrastructure team, aims to invest in European investment grade senior debt opportunities.
07/27/2021
Diary of a Fund Manager - Silk Road
Those who forecast a permanent return to rising prices, the normal state of affairs in the ‘west’, were left high and dry. If anything we have become more Japanese in recent decades.
07/27/2021
Credit Suisse backed FundsDLT to go live with Azimut Investments
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/26/2021
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/26/2021
The tax breaks that are making electric cars cheaper than petrol
If you pay through your job you can get at least 30% off a greener model
07/26/2021
Two more acquisition deals sees Fairstone expand into Yorkshire and Scotland
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
Gary Walker Wealth Management in Dons deal
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.