05/06/2020
SANNE announce deal completion to acquire Inbhear
This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.
Wealth and Asset Management
05/06/2020
Fairstone buys two IFAs in continued acquisition spree
Adds £200m FUM
05/05/2020
Review of the week: Victory is coming
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
05/05/2020
J.Safra Sarasin hands thematics head new sustainable healthcare fund
The Fund also invests in leading companies in the areas of nutrition, fitness, health technology and home health infrastructure.
05/05/2020
Nearly 150 years of history shows why stock market investing needs a long-term view
The message is simple: if you invest short term, you significantly increase the risk of losing money.
05/05/2020
BNP Paribas profit falls 33% on expected loan losses, equity trading hit
Equity trading revenue was wiped out and stood at -€87m compared to €488m in first quarter revenue a year ago.
05/05/2020
Berenberg favours Brewin Dolphin over Rathbone Brothers as it assesses UK wealth managers
In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"
05/05/2020
Brewin completes integration of Investec Ireland
Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.
05/05/2020
Securing the family’s future: when family offices operate as asset managers
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/05/2020
Zug WM takes over fund and launches impact investing firm
We are delighted to partner with such a competent and experienced team
05/04/2020
Mirabaud operating result dropped 29% in 2019
Our offering grew in several investment sectors, most notably emerging markets debt.
05/04/2020
PB opens in Switzerland and looks for 40 employees
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.
05/04/2020
Julius Baer Turns Corner in Germany
It is the Swiss bank's tenth in Germany under the leadership of market head Heiko Schlag.
05/04/2020
Crisis drives Britons to organise their finances - Sanlam
Those earning £75,000 or higher and planning to take action are more inclined to take advice.
05/01/2020
Results of the Annual General Meeting of GAM Holdings
The proposed membership of the compensation committee (Katia Coudray, Nancy Mistretta and Jacqui Irvine) was also confirmed.
05/01/2020
GAM Holding Has No Current Plans To Buy Back Shares
The latter provides GAM Holding AG the flexibility to distribute future surplus capital to shareholders
05/01/2020
Coutts and Adam & Company Q1 2020 Results
Our increased, tailored client communication throughout the crisis has generated fantastic feedback.
05/01/2020
Adviser hires to meet 'unprecedented' client demand
The new recruits will further expand our business as we look to continue our strong growth pattern in 2020, which is being driven through the unprecedented demand for advice and guidance we have experienced over the last few months.
04/30/2020
St. James’s Place reports first quarter new business inflows
New business inflows and update on dividend payments
04/30/2020
How Wealth Manager’s Top 30 are tackling the Covid-19 crisis
The next generation of wealth management talent discuss the first major market event in their careers.