11/19/2019
Asset manager Russell Investments put up for sale
Goldman Sachs hired to sell group with $293bn under management as industry consolidates
Wealth and Asset Management
11/19/2019
Julius Baer assets grow, but warns on impairment
Assets under management up 10% to CHF 422 billion – Benefits of cost-reduction programme starting to materialise – 2019 full-year results to be impacted by Kairos goodwill impairment – Launch of share buy-back programme of up to CHF 400
11/19/2019
Descartes Finance expands its offer range in collaboration with Invesco’s ETF business
Descartes Finance is launching new model portfolios with investment specialist Invesco.
11/19/2019
What's Been Driving Investment Performance in 2019?
Coutts clients have benefitted from these positive developments alongside other investors, but investment performance figures just released show we’ve delivered better returns than our competitors.
11/19/2019
Spear's Philanthropy Award
The Spear’s award represents a hat trick for the bank.
11/18/2019
Lombard Odier named Private Bank of the Year
Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.
11/18/2019
Kingswood Group aims for global expansion
“We want to grow UK assets to GBP10 billion with the same in the US and GBP2.5 billion in Asia.”
11/18/2019
Tilney wins again at the FT awards
Tilney was also named Best Wealth Manager for Tax Services.
11/18/2019
The wealth management industry needs to innovate
Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.
11/17/2019
The Final Battle by Tim Price
A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.
11/17/2019
Leaked document reveals the UK’s priciest wealth managers
It is notoriously difficult to compare these, as each firm will levy different fees. Several do not publish their costs online.
11/17/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
11/15/2019
Norway fund shuns G4S over human rights violation risks
Many of G4S's employees in in Qatar and the United Arab Emirates are migrant workers who paid recruitment fees to join the company
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.
11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million
11/14/2019
Woodford analysis suggests investors may lose a third of their money
The move to wind down the fund in October following a four-and-a-half month suspension sent shockwaves through the City and marked a stunning reversal of fortune for Woodford, one of the UK’s most high profile investors.
11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.