07/24/2018
SJP defends DB transfer seminars to BA pilots
SJP’s position is that DB transfers are appropriate only in a small number of cases
Wealth and Asset Management
07/24/2018
Maitland Appointed by Brewin Dolphin as ACD and Fund Administrator
It is fantastic that Maitland have been chosen to implement this new structure for Brewin Dolphin
07/23/2018
First IFA firm joins Sanlam in ground breaking model
Significantly, Sanlam’s partnership programme allows Ergowealth to retain ownership of its business and its clients.
07/23/2018
Investec keen on mortgages for the wealthy
It is expected to compete on price and flexibility, including pre-approved terms to let borrowers draw down more finance in future, if the plan goes ahead.
07/23/2018
Nordea's $356 billion wealth management unit is hit by outflows
Much of the lull in demand for Nordea’s wealth management services can be traced back to its Stable Return Fund.
07/20/2018
Asset managers have lost allocation skills, says asset management chief
This is while they could sit back and enjoy a synchronised world, with only one currency to really worry about.
07/20/2018
Beaufort Group launches new branch with two advisers
The support services that we offer allows the advisers to concentrate on what they do best – offering high end financial planning.
07/20/2018
Quilter chief Feeney reveals growing advice arm ambitions
Private Client Advisers is Quilter's in-house advice business, which was launched in 2015 and has been expanding through a succession of acquisitions since then.
07/20/2018
Queen's private estate records £20m profit but could take Brexit hit
Duchy of Lancaster surplus rises 4.9% on last year but Brexit is seen as ‘strategic risk’
07/19/2018
Swiss wealth manager looks at London as Brexit looms
UBP set to acquire ACPI as Geneva worries over UK’s attraction for ultra-wealthy
07/19/2018
SGG Group completes acquisition
A comprehensive review of the newly combined Group’s brands is currently underway and until this review is completed all businesses will continue to operate under their existing brand names.
07/19/2018
Utmost Wealth to expand worldwide with acquisition
The acquisition is conditional on, inter alia, regulatory and competition authority approvals and is expected to complete by Q1 2019.
07/19/2018
Investors on 7IM platform flee to safe havens
The best selling ETF was a product that buys physical gold, which is viewed by many as a safe haven.
07/19/2018
Investec Bank gains Isle of Man licence
"It provides a great opportunity to increase awareness of Investec in a new jurisdiction and continue its growth by building on the success in the Channel Islands."
07/19/2018
Swiss wealth manager looks at London as Brexit looms
Fearful of rival to Geneva
07/19/2018
Catalyst congratulates SGG Group on the acquisition of Augentius
Catalyst has congratulated their client and leading global investor services firm SGG Group on the successful acquisition of Augentius
07/19/2018
Liontrust selects BNY Mellon for outsourced fund services
Ancillary services will cover securities lending, FX and cash management.
07/19/2018
Generali Plans to Sell Wealth Management, Services Units for $476M
An additional 10 million euros may be paid on the deal’s completion, the Trieste-based insurer said in a statement on Thursday.
07/17/2018
Global uncertainty outweighs Brexit for wealthy
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
07/17/2018
Arbuthnot Banking's first-half profit rises, to set up secured lending business
In line with our diversification strategy we have also reached an agreement with an incoming management team to establish a new lending division that will be named Arbuthnot Specialist Lending,” Chairman Henry Angest said.