05/20/2021
Investment Solutions Wealth Management makes third acquisition
Our plan puts the continuity of the client's financial planning journey at the forefront of everything we do.
Wealth and Asset Management
05/20/2021
REYL Group named "Best European HNW team"
The award distinguishes REYL from its peers and rewards the constant achievements and innovation at the Group.
05/20/2021
Winners Of WealthBriefing European Awards 2021
The team at WealthBriefing looks forward to engaging with all the firms and individuals who have taken part this year, and particularly appreciates the efforts all entrants made during this challenging time for the industry.
05/20/2021
Wealth Manager survey: UK equity appetite has hit decade high
Our quarterly survey also finds that fears of inflation are rife among readers.
05/20/2021
Monaco in pole position for F1 property prices
Across the 22 Formula 1 race nations Monaco’s average property price is indeed the most prestigious
05/20/2021
Performance fee boom puts Liontrust on track to bust forecasts
Stronger-than-expected performance fee revenue of £13.7m leaves Liontrust on course to beat its annual targets.
05/19/2021
FCA approves US private equity acquisition of AFH
The Acquisition and Scheme, which were approved by AFH Shareholders on 26 March 2021
05/19/2021
Davy bids top €475m as post-scandal review continues
Bank of Ireland widely seen as most likely buyer of breacher of market rules
05/19/2021
Hamilton Lane Expands Institutional and Private Wealth Presence across Europe
Hires Institutional Private Markets Executive Ralph Aerni to Lead European Sales Efforts
05/19/2021
IQ-EQ receives regulatory approval to acquire Concord Trust Company
This strategic transaction is the first for IQ-EQ in the U.S. Private Wealth trust space, and a signifier of IQ-EQ’s future intent within the U.S. Private Wealth market.
05/19/2021
Neuberger Berman unveils Eltif to bolster private markets push
Asset manager expands reach of non-traditional investments through new strategy.
05/19/2021
J Stern & Co surpasses USD1bn AUM
The firm also manages a Multi-Asset Income strategy and an Emerging Markets Bond strategy.
05/18/2021
Edmond de Rothschild plans to double assets in deals push
President Ariane de Rothschild sets out ambitions as Amundi’s chair Yves Perrier joins board
05/18/2021
VZ Holding enters UK market with WM acquisition
Lumin's management is committed to develop the company further together with their new partners.
05/18/2021
Apex Group acquires Israel’s leading fund services provider
The addition of the Tzur business enables us to expand into the Israel market and further strengthen our regional presence.
05/18/2021
The modern investor’s manifesto by Tim Price
Base money creation is inherently inflationary.
05/18/2021
Arbuthnot Latham's Manchester office reports record growth
This includes Arbuthnot’s specialist finance and asset-based lending businesses, which are also based in Manchester.
05/17/2021
Liontrust's Michaelis on ESG trust: 'There are very few trusts out there with similar offerings'
Celebrating first new UK product in seven years
05/17/2021
Quilter fund boss sits on £1bn of cash due to bond woes
We have fixed income expertise within the team that manages these funds, but, for example, the US 10 year government bond has lost about 6 per cent this year to date, and that is not a defensive asset.
05/14/2021
NextGen partners with Financial Adviser Mentorship
Over the past six months FAM has provided webinars and exam support using a network of volunteers including well known members of the financial planning profession.