03/13/2019
Nikko AM opens first office in Germany
The firm has been expanding its product offering in Germany over the past three years to meet growing client demand.
Wealth and Asset Management
03/13/2019
Sanlam UK Secures PAM Award for ‘Investment Performance: High Growth Portfolios’ for Second Year Running
The PAM Awards are so much more than just an awards ceremony.
03/13/2019
Unigestion opens new Düsseldorf office
Florian Rehm, Head of Institutional Clients for Germany and Austria, will lead the office.
03/13/2019
‘Dirty money’ and Unexplained Wealth Orders
Gherson, the law firm which is handling the first two UWOs confirmed that the validity of the first UWO is currently under challenge in the courts.
03/12/2019
Andy Thompson: “We didn’t know if a fully-integrated Quilter model would work”
PCA sits under network model, Intrinsic and services the affluent and high net worth.
03/12/2019
Close Brothers profits slide
The Banking division has continued its good performance year to date, and our market facing businesses have remained solidly profitable in difficult market conditions.
03/12/2019
Quilter reports rise in profits despite volatile 2018
2019 will again be an important year for our business.
03/11/2019
Women bankers criticise UBS over maternity leave cuts to bonuses
Swiss bank does not restore full bonuses after female staff return from having children
03/11/2019
Task WM CEO: how to pick the perfect place to set up shop
Despite his focus on finding the right location, Caiano also believes in the importance of diversification.
03/08/2019
International multi-family office launches new Corporate Finance business
The scope of advice available to clients includes advising on business disposals and acquisitions, joint ventures and strategic alliances.
03/08/2019
Money podcaster Pete Matthew seals 7IM partnership
The 7IM Self Invest service is built using the 7IM AAP multi-asset range, which includes cautious, moderately cautious, balanced, moderately adventurous and adventurous funds.
03/08/2019
The future of private banking; why digitalisation is key
The next few years will also see the emergence of the baby boomer inheritance mountain, where large amounts of assets will move across generations.
03/08/2019
Wealth giants back new female clients initiative
Gillan said the network has a number of initiatives in place to improve the client experience for women and promote financial education.
03/08/2019
Schroders to cut up to 100 jobs in Luxembourg
UK listed fund manager agrees social plan for affected employees
03/07/2019
Brown Shipley Wins People’s Choice Award
Winners of the People’s Choice Awards excel in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
03/07/2019
Schroders and Edentree haul HSBC over the coals
Investors press UK bank to drop financing for the fossil fuel
03/07/2019
Schroders profits fall 15% on outflows
We continued to invest for growth and saw good progress in a number of strategically important areas.
03/07/2019
WM adviser: why mergers may fail amid new regulations
Glasner also believes that the generational change may push some managers to retire ahead of schedule or change their role.
03/07/2019
Women in WM: ‘Many women shy away,’ says family office head
In this profile, Sibylle Peter, founder of Zurich-based family office YSMA, explains why women should pursue their goals without taking no for an answer.
03/07/2019
Schroders CEO vows performance will recover
Fund manager also names Leonie Schroder, daughter of late Bruno Schroder, to its board as expected