04/14/2021
English investment manager acquires Scottish rival
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
Wealth and Asset Management
04/14/2021
Sionic Shortlisted for Trio of WealthBriefing Awards
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Phoenix rising – specialist PR consultancy shortlisted as Finalist in WealthBriefing European Awards
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
04/13/2021
Dublin wealth manager Elkstone announces £20m student scheme at Belfast flashpoint
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
04/13/2021
BMO sells EMEA asset management business
Columbia Threadneedle is Ameriprise Financial's global asset management business, overseeing investments for individuals, advisors and wealth managers, as well as institutions.
04/13/2021
Mattioli Woods acquires advice firm for £7m
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
04/13/2021
Pictet Asset Services expands its activity to Monaco
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
04/13/2021
GAM Realigns Systematic Capabilities as Part of Ongoing Strategy
This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.
04/13/2021
Rathbones' launch of multi-asset ESG 'next logical step'
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
04/13/2021
Nucleus adds £300m assets in 'best-ever month' for inflows
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
04/13/2021
BNP Paribas brings dealmakers back to Switzerland
BNP Paribas lists the takeover of Syngenta by ChemChina, the sale of Bank Sarasin to Bank Jacob Safra (Switzerland), the defense and subsequent sale of Converium to SCOR and the sale of Swiss to Lufthansa.
04/12/2021
Guernsey promotes good governance in family offices with new guide
It also concerns the checks and balances of the way the office is operated, to ensure that previously established rules are being followed.
04/12/2021
Fortu Wealth adds to Advisory Board
Vaghjiani joins a board with immeasurable expertise from across the financial sphere, with names such as Nektarios Liolios, founder of Startupbootcamp Fintech and Vidur Varma, former executive of Citi Gold already sitting as advisors.
04/09/2021
Julius Baer publishes Global Wealth and Lifestyle Report 2021
The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.
04/09/2021
What does a brighter future mean for asset prices? by St. James’s Place
The first quarter of 2021 saw markets weigh up the potential impact of a rapid economic recovery, writes Tom Beal, Chief Investment Officer at St. James's Place.
04/09/2021
Financial markets tensions and breakeven inflation
Stefan Gerlach examines how much weight should be attached to breakeven inflation as a measure of expected inflation and whether it provides clean signals.
04/08/2021
Ludlow Trust launches with acquisition of NatWest Group and Coutts trust business
Ludlow Trust has been granted “trusted partner” status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/08/2021
Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’
It believes that the offer is ‘significantly below the value of the company’s assets’
04/08/2021
Ludlow Trust Company launches with two acquisitions
The new trust specialist has been granted ‘trusted partner’ status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/07/2021
Van Lanschot Kempen and Mercier Vanderlinden join forces in the Belgian wealth management market
Mercier Vanderlinden and Van Lanschot Kempen in Belgium will continue to operate independently, each under their own brand, and will collaborate in a number of areas.