11/21/2019
Investec eyes £17.5 million wealth and banking cost cuts
Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.
Wealth and Asset Management
11/21/2019
‘Family is still at the heart of our brand’ - how family office Hottinger has evolved
Mark Robertson, CEO of Hottinger Group, talks about how the structure and function of the family office has evolved in recent years.
11/21/2019
Consolidator to seek £2bn in assets next year
A national consolidator is set to enter the advice market next year with £2bn of client assets expected to be secured in the first quarter.
11/21/2019
New GPP Cheltenham office
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
Veteran investors launch private investment office
The new firm has already secured over $600m in assets under management from its founders
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
Liontrust eyes acquisitions as profits risea
The positive net inflows for our teams shows the enduring appeal of active fund management when investors can see the added value being provided and their expectations being met.
11/19/2019
Lombard Odier seeks to expand private banking team in Italy
The Italian branch of the Swiss Group, which is based in Milan, offers portfolio management and advisory services to its clients in the region.
11/19/2019
JPMAM and UBS launch genetic therapies fund
Genetic therapies could develop into a profoundly disruptive technology for the pharmaceutical and biotechnology industry.
11/19/2019
Liechtensteinische Landesbank moves to DIFC
The move to DIFC, and our new, larger offices in Burj Daman reflect the successful development of our business model in recent years and represents an important step for our future growth in the Middle East.
11/19/2019
Asset manager Russell Investments put up for sale
Goldman Sachs hired to sell group with $293bn under management as industry consolidates
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.