05/22/2019
Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management
The success of the fund has been recognised through an array of prestigious industry awards.
Wealth and Asset Management
05/22/2019
Aviva Investors' £1bn fund manager loads up on SJP and Schroders
SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.
05/22/2019
The First Rule of Geneva Private Banking: Don't Live in France
Code has gained attention after UBS’s record fine in France
05/22/2019
Scheduled Trading Update
The group delivered a solid performance in the period.
05/22/2019
German private bank wants to take over Bankhaus Schilling
The acquisition is subject to successful completion of the audit, final settlement and required approvals.
05/21/2019
The Next Big Thing
This influences investment as most equity portions of portfolios are significantly exposed to western businesses.
05/21/2019
Sanlam Global fund announces £1bn in assets under management
"The market volatility of the past year provided notable challenges, but it was a chance for the strategy to once again prove its metal.
05/21/2019
Barclays and Brewin big winners at CISI’s 26th annual awards
Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.
05/20/2019
Deutsche Bank Staff Warned Executives About Suspicious Activity in Trump and Kushner Accounts
But executives at Deutsche Bank, which has lent billions of dollars to the Trump and Kushner companies, rejected their employees’ advice.
05/20/2019
Hawksford triumphs as most successful organisation at prestigious Citywealth awards
The business won Trust Company of the Year, while Darren Kelland, Global Head of Private Client Services, was named Trustee of the Year. Hawksford also came runner up in the Family Office of the Year category.
05/20/2019
Foster Denovo buys wealth manager
The move follows Foster Denovo’s acquisition of Kent firm Orchard Wealth Cultivation in February, when the firm announced its growth strategy, with more deals expected in 2019.
05/20/2019
Why high net-worth families in the Middle East are looking to Guernsey for private wealth solutions
A final word on demographics and global wealth trends.
05/20/2019
Ruffer prepares for Brexit with new Paris office
Ruffer said the Paris office is a 'natural extension' of its efforts to serve continental European clients
05/17/2019
Trusts will keep the assets in the family
There are many different kinds of trust to choose from; according to HMRC, these include bare trusts, interest in possession trusts, accumulation trusts, mixed trusts, settlor-interested trusts, discretionary trusts and non-resident trusts - and different
05/17/2019
TOP NEWS: Investec Progresses Demerger; Sees Annual Profit Rise
In the twelve months to March 31, Investec's pretax profit increased 7.8% to GBP687.2 million from GBP637.5 million the year prior.
05/17/2019
Meet Tate Edwards, Founder of charity Milly Days and Sanlam graduate trainee
Tate set up the charity with her mother a few years ago and it has gone from strength-to-strength.
05/17/2019
Wealth CEO plans new venture after controversial exit
Aram told Wealth Manager he is keen to partner with wealth managers and plans to approach firms in the months after the app launches.
05/16/2019
UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
05/16/2019
Handelsbanken set to close its three branches in Estonia, Latvia and Lithuania
Handelsbanken has had business operations in the Baltic States for ten years.
05/16/2019
Helping Brewin Dolphin invest in its future
The team also advised during negotiations including on complex variations to the headlease and an agreement to take control of the reception whilst Brewin Dolphin is the tenant of the office areas.