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Close Brothers - Trading Update

All statements in this release relate to continuing operations over the five months to 31 December 2019

BNP Paribas Wealth Management presents its 10 most relevant investment themes for 2020

Three themes offering alternatives for investors with a more conservative risk profile and offering solutions in lower volatility assets

Quilter CFO on creating value through deal-making

Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.

UBS sells B2B fund distribution platform to Clearstream

As part of the transaction, UBS and Clearstream will enter into long-term commercial cooperation arrangements for the provision of services to UBS's Global Wealth Management and Asset Management business divisions

KBI Global Investors welcomes BofA/Moynihan campaign to bring common standard to alignment of investments with SDGs

The Dublin-based manager aligned its investment strategies with the SDGs from their inception

Warburg Pincus Said to Mull Deal for Wealth Manager Quilter

Any purchase of Quilter would add to a flurry of take-private deals in the U.K., which could accelerate now after Boris Johnson’s election brought more certainty to the planned separation from the European Union.

The Best Hotels In Channel Islands For Business Travelers, 2020

Accommodation can cost you dearly and you must find yourself a reasonable deal which suits your budget

A year in Donate a Days; why compounding isn’t just relevant to investing...by Penny Lovell

I’m excited to see what fantastic new charitable initiatives will be pursued by Sanlam employees in 2020 and beyond. Come to think of it, I think I might have 9 spare pairs of shoes to donate…

KBL epb rebrands as Quintet

The pan-European private banking group as a whole has been renamed “Quintet Private Bank.” KBL Luxembourg, the private bank in the Grand Duchy, has been rebranded as “Quintet Luxembourg” and KBL España as “Quintet Espa

St James's New Face? Advice giant appoints brand agency Landor to 'further reputation'

Following multi-agency pitch.

GAM warns profits to tumble as assets shrink

This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.

Peter Hargreaves uses £100m HL stake to create charity business

Peter Hargreaves is planning to set up a £100 million charitable foundation financed through shares in the stockbroker bearing his name.

Orchard Street acquires London industrial estate for UK wealth manager

The four units – situated on a seven-acre site within Chessington’s industrial estate on Cox Lane – is fully-let to three tenants.

SJP: IFAs need to ‘educate’ to recruit new advisers

“That’s our challenge: that group of people have to be engaged.”

Brexit billionaire Peter Hargreaves giving £100m to good causes

The tycoon donated £3.2 million to the Leave campaign during the Brexit referendum and was ranked 48th in The Sunday Times Rich List last year, which estimated he was worth more than £3 billion.

Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020

The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.

Investors pull half a billion from Brooks Macdonald

The results also showed investors pulled £235m from the company's discretionary fund management service.

Asset Management Europe: Rothschild

2019 saw the weakest economic growth since the Global Financial Crisis, and growth is largely moving sideways at sub-trend levels.

Stonehage Fleming advises shareholders of Cinesite on the investment by Gryphion Capital

We were pleased to be able to assist Cinesite’s shareholders in identifying a suitable financial partner for the next stage of Cinesite’s development.

Oxford University to raise almost $1 billion, due 100 years from now

University set a price target of about 110 basis points above government-bond rate

Wealth and Asset Management