05/12/2021
ECSRC confirms new qualifications regime with CISI
The CISI is the not for profit, global membership body for those working in capital markets, wealth management and financial planning, with 45,000 members in over 100 countries.
Wealth and Asset Management
05/12/2021
Inside Pictet, the Secretive Swiss Bank for the World’s Richest People
While overall attrition at Pictet Wealth Management stands at an all-time low of 2.8%, the evacuation of longtime talent has reverberated through the corridors of the five-story modernist headquarters.
05/12/2021
Investec and All Together team up to support CEOs
This union will enable both Investec and All Together to share insights and expertise
05/12/2021
Schroders strikes deal with Howard Marks’ shop for credit fund
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Schroders Studied M&G Deal to Build $1 Trillion Asset Manager
Deal would have been largest in U.K. finance industry in years
05/11/2021
Tilney Smith & Williamson toasts merger with £52bn AUM
The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.
05/11/2021
Wealth firms partner to set up Malta advice company
It will provide pensions and investment services to UK expats retired in the EU
05/11/2021
Close Brothers Asset Finance and Leasing launches 3rd Sales Academy
Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.
05/11/2021
Law firm sets up UK wealth management service
It will provide advice on a range of issues including succession planning and cross-border estates
05/11/2021
Rothschild & Co: 2021 – 1st quarter release
Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM
05/10/2021
Wealth Managers: Time to Shift your Technology Priorities
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
05/10/2021
Prince Andrew cuts ties with ex-Coutts sex claims banker
The Duke of York has ended his controversial business association with a former Coutts banker who was accused of sexual harassment.
05/10/2021
STM sells Jersey trust and services arm to Guernsey firm
The Sale Companies are principally STM Fiduciaire Limited, along with a number of non-revenue generating support companies, including nominee companies.
05/07/2021
LLB Österreich plans branch in Salzburg
The referral deal extends to potential assets under management totalling approximately EUR 1 billion.
05/07/2021
Waverton’s Acquisition Of Cornerstone Asset Management
The Charles Russell Speechlys team was led by Partners Andrew Clarke
05/07/2021
Why family offices are coming under the investment spotlight
This compares to $3.6 trillion for the entire hedge fund industry.
05/06/2021
Schroders appointed as Fiduciary Manager by the Howard de Walden Estates Ltd Retirement Benefits Scheme
Schroders Fiduciary Management team took advantage of these factors to de-risk and ‘lock in’ the Scheme’s improved position.
05/06/2021
Rathbone Brothers enjoys solid growth in the first quarter
"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO
05/06/2021
UBS announces agreement to sell its minority stake in Clearstream Fund Centre to Deutsche Börse
The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.
05/06/2021
Saffery Champness partner with world champion Mike Conway
The exciting partnership also sees the firm renew their commitment to MB Partners’ official Partner Programme, and comes as Mike gets set to begin his world championship defence.