02/22/2019
Julius Baer Is Hunting for Cautious Millionaires Within Russia
Bank is hiring staff in Russia after founding local entity
Wealth and Asset Management
02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
02/22/2019
Will the Lloyds-Schroders tie-up become the next SJP?
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined
02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm
02/21/2019
Manager of £1.5 billion trust buys St James’s Place
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.
02/21/2019
What’s Going on in the Markets? Tom Carroll, Head of Investment, Sanlam Explains…
In terms of trying to provide proper diversification for clients, we need to be careful about looking at historic correlations and assuming they will hold in the future.
02/21/2019
GAM axes hedge fund boss in bond crisis for ‘gross misconduct’
His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.
02/21/2019
Rathbones dodges 2018 turmoil with tie-up
Wealth managers have had a difficult period.
02/21/2019
Fund Administrator acquires LRI Group
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
Quilter buys national firm with 200 advisers
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
Schroder family patriarch, Bruno Schroder, dies at 86
He joined asset management group’s board in 1963
02/21/2019
GAM expects 'challenging' 2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity
02/20/2019
Lloyds to launch HNW offering with Schroders
Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”
02/20/2019
Van Lanschot Kempen sells stake in Dutch intermediary
VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.
02/20/2019
Wealth Management Firm Secures £2.8M for Acquisition
"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."
02/20/2019
Wealthsimple introduces lost pension finder
The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company's award-winning website.
02/20/2019
Private Banking vs Wealth Management
How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.
02/19/2019
Curtis on why he bought SJP shares
The fund manager recently increased the level of debt in the trust in order to buy more UK shares, as a sign of his confidence in the direction of markets.