05/15/2019
Further afield
Quilter Cheviot, an investment manager, has nine regional offices around the UK in all the Cities we mention herewith, in addition to London.
Wealth and Asset Management
05/14/2019
Deutsche Bank-UBS talks on asset management merger stall
Such a tie-up still made strategic and financial sense and they did not rule out that talks may eventually be revived, three sources said, but both banks had wanted to drive the venture.
05/13/2019
The future of private banking in Germany: Four trends shaping the market
Expect to see more strategic partnerships, mergers and acquisitions in the latter half of 2019.
05/13/2019
Wealth management firm completes first deal of 2019
It may make two more deals before the end of the year which could tip AUM over £1bn
05/13/2019
Dolfin Completes The Acquisition Of Private Wealth Business
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.
05/13/2019
Schroder family fortune dives £1.2bn in Rich List
Andy Bell and Terry Smith enjoy a more prosperous year according to Sunday Times
05/13/2019
UHNW Management partners with Leptos Estates in Cyprus
Internationally regarded as the NUMBER ONE home builder in Cyprus and Greece, Leptos Estates has a 58-year success story, so it was naturally the right fit for us.
05/10/2019
Brewin Dolphin Holdings PLC Interim Management Report For the Half Year Ended 31 March 2019
We are investing in our business to support future long-term growth.
05/10/2019
Wealth manager round-up: Acquisitions help Rathbones' income rise 13% in Q1
Inflows of £2.2bn during the quarter
05/10/2019
Mediobanca eyes Julius Baer's Kairos in asset management drive
The investment bank is interested in doing mid-sized deals in wealth management and has the financial muscle to fund them.
05/10/2019
Investec to sell wealth arm
This acquisition, which is consistent with our strategy of growth in assets under management, provides us with an exciting opportunity to strengthen substantially our existing presence in the Republic of Ireland
05/10/2019
Lighthouse investors give £46m Quilter deal thumbs up
The fund manager told Wealth Manager earlier in the week that he was 'disappointed' at the price Quilter was paying and encouraged rival firms to launch counter bids.
05/10/2019
Balancing and Diversifying Investment to Manage the Risk of Inflation - Interview with Philip Smeaton, Chief Investment Officer, Sanlam
Growth stocks are companies that are expected to expand quickly – reinvesting their earnings to fuel an ambitious growth strategy.
05/10/2019
Where have all the billionaires gone?
This is only the second time this population has dropped since the global recession a decade ago.
05/09/2019
CreditEase Wealth Management Wins Two Best Wealth Manager Awards
The participants are required to be Chinese wealth management agencies, private banks or foreign-funded institutions operating in China.
05/08/2019
Wealth managers need to provide liquidity or see more AUM tied up in cash, says GlobalData
HNW investors have had little incentive to allocate funds to cash and near-cash investments in recent years, with rates at record lows across most of the developed world.
05/08/2019
The Transformation of Client Engagement
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/08/2019
Britain’s super-rich are Corbyn-proofing their finances
Efforts to protect wealth should Labour take power are being stepped up
05/07/2019
Report provides largest analysis ever of UK Women’s attitude to wealth.
The WealthiHer Network Report 2019: Understanding the Diversity of Women’s Wealth, is the UK’s largest ever study into the female experience of wealth and the finance industry.
05/07/2019
Resolving the Corporate Actions Paradox -The Case for Automation
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.