08/27/2020
How Edmond de Rothschild attracted €1bn of real assets flows this year
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
Wealth and Asset Management
08/27/2020
LGT reports excellent first-half 2020 results
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Outsourcing for family offices
The result is that ‘hybrid’ family offices – hiring a few key staff and outsourcing the rest of the work to service providers – are becoming increasingly popular.
08/27/2020
How do I work out how much pension I need for retirement?
Brewin Dolphin says that to preserve the capital while providing income to live on, retirees should aim to take a maximum of 4% of their overall pension, subject to the individual’s risk profile.
08/27/2020
Isle of Man's Boston family office acquires IQE
"As well as strengthening our expertise and broadening our client base, the acquisition will also enable us to offer additional services such as sponsoring securities for The International Stock Exchange."
08/27/2020
Lombard Odier Group reports results for first six months of 2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
JM Finn profits hit by 'extraordinary' FSCS levy hike
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
08/26/2020
ZEDRA shortlisted as Trust Company of the Year
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.
08/26/2020
Van Lanschot Kempen reports net profit of nearly €10 million
The first half saw a net result of €9.5 million
08/26/2020
Stronger and more competitively placed by Dominic Wheatley
Guernsey was placed on the European Union’s whitelist at the earliest opportunity in the process in March 2019. We were delighted but not particularly surprised
08/26/2020
Forsters’ Private Wealth team shortlisted in four categories
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards in the industry and are rigorously judged by a worldwide panel of experts.
08/26/2020
HSBC GAM strikes deal for new climate asset management firm
New venture plans to unveil two funds next year which target around $3bn worth of investable assets.
08/26/2020
LLB Group grows sustainably
The Group's sustainable growth was confirmed by the inflow of net new money.
08/26/2020
Arbuthnot rebrands as it completes wealth transformation
Arbuthnot Latham & Co is updating its peacock logo after and other branding to reflect its transformation into full service wealth manager.
08/25/2020
Ocorian shortlisted for Multi-Family Office of the Year
The shortlisting comes after our success at last year's awards where we picked up the Multi-Family Office of the Year accolade.
08/25/2020
7IM announces results for the year ending 31 December 2019
2019 also saw the launch of 7IM’s innovative Retirement Income Service, the 7IM Select Funds and more recently the low-cost 7IM Pathway passive model portfolios.
08/25/2020
Brits across Europe “financially fearful” of no-deal Brexit
The warning from James Green, deVere Group’s divisional manager of Europe, comes after last week’s latest round of critical talks – the seventh - between the UK and EU ended, again, in deadlock.
08/25/2020
UK wealth managers missing out on art renaissance
Wealth managers are missing out on the growing art market due to outdated 'Victorian' legislation and should follow the US example, says Harco van den Oever of Overstone Art Services.
08/25/2020
Swedish firm sets up advisory unit to aid manager selection
The Nordic firm overhauls investment structure as part of efforts to offer wider strategic and tactical support.
08/25/2020
Mid-sized businesses offer attractive growth levers to private equity active ownership
A private equity manager can quickly tap into an established network of management talent to strengthen that C-suite, enhance it and take it where it needs to be for the next growth cycle”.