05/01/2019
Mirabaud AM partners with Vevey-based firm to launch SRI fund
The firms will scan the Swiss small-cap universe
Wealth and Asset Management
04/30/2019
Inflows help push St James's Place funds to record £103.5bn
Andrew Croft, St James's Place's chief executive, said: "This performance demonstrates the resilience of our business through the current political and macroeconomic uncertainty.
04/30/2019
UK wealth managers will have to adapt as people live longer
All this means that wealth management has to change to meet the needs of this ageing cohort.
04/30/2019
St James’s Place posts strong sales despite macro uncertainty
Wealth manager says funds rise 8.3 per cent from the end of the year
04/29/2019
EFG Flags Return to Acquisitions
Fresh money was within the bank's target band of 3 to 6 percent, but at the lower end of the target, which was set last year.
04/29/2019
London luxury property prices rise slightly in the last quarter but sales hit a six-year low
These are the findings of the latest CLPPI, which launches today and shows the impact that Brexit and stamp duty hikes have had on the market – with sales volumes dropping to their lowest level since 2013*.
04/29/2019
Brooks Macdonald launches Decumulation – a new approach to retirement planning
The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.
04/28/2019
The shock wave reaches the shore by Tim Price
The allure of Asia as an investment destination has not dimmed during the past half century.
04/28/2019
Jet-set private school chain Inspired Education appoints Rothschild to sell stake
It is understood the company’s underlying earnings are in excess of £115m.
04/26/2019
Norway wealth fund buys stakes in 7 logistics properties
Three of the buildings are located in Orange County, California, two are in Barcelona, one in Madrid and one in Tilburg, Norges Bank Investment Management said.
04/26/2019
Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures
Bank didn’t reveal it only evaluated funds that shared fees
04/26/2019
Deutsche Bank: Profit up on cost cuts, revenue off
Our continued cost discipline helped us to offset lower revenues and we are well on track to meet our 2019 cost target of 21.8 billion euros.
04/26/2019
Coutts and Adam & Co Q1 2019 Results
We continue to see the benefits from these changes
04/26/2019
Gresham House battery trust seeks £75m in second fund raising
The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.
04/26/2019
Director/PDMR Shareholding - Close Brothers
This information is provided by RNS
04/26/2019
corfinancial secures awards double with BITA Risk system
BITA Wealth Monitor was also awarded the ‘Best implementation of a technology solution’ award
04/25/2019
Netwealth: Wealth Advisor Creating New Niche
By the same logic, both fintech firm and challenger bank, fall short – advice, rather than technology, is what the business has been built around.
04/25/2019
PA Wealth Manager Awards 2019
Entries now open for the 2019 PA Wealth Manager Awards!
04/25/2019
Credit Suisse lifts profit with surprise equity trading gains
Wednesday’s results also included a forecast that Credit Suisse was cautiously optimistic about the second quarter.
04/25/2019
Wealth manager round-up
Brooks Macdonald grows AUM in Q1