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Wealth and Asset Management

03/05/2021

Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange

Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.

03/05/2021

Financial services group hits £1bn mark with double acquisition

The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.

03/05/2021

Market access and facilitating post-Brexit investment flows

Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.

03/05/2021

Credit Suisse terminates supply chain finance funds

Management fees for the funds are waived with immediate effect.

03/05/2021

‘Are robots taking over wealth management?’: Geneva WM

He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.

03/04/2021

Rathbones ends 'challenging' year with a dividend hike

Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.

03/04/2021

Success For JTC At 2021 Citywealth IFC Awards

Announced at a virtual gala ceremony on 23rd February

03/04/2021

Contemi Solutions Q&A: Investment Management Firm Surviving the Pandemic to Thriving and Transforming

The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic

03/04/2021

Wealth Management: Winning transformation strategies for a decade of major change

Swiss Financial Services in 2030

03/04/2021

Schroders plc Full-year Results 2020

Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.

03/03/2021

Schroders and the Social Business Trust announce new partnership

Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.

03/03/2021

Adviser launches with £850m acquisitions

Both businesses are well established with a real focus on client outcomes.

03/03/2021

Wealth management group expands UK presence with acquisition

HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services

03/03/2021

Irish bank buys wealth manager for €138m

It will ‘continue to explore further opportunities’ in the life and pensions markets

03/02/2021

New private equity investor to support Hawksford growth strategy

M&A will be an integral part of STAR and Hawksford’s growth strategy

03/02/2021

Greek golden visa most popular among UK high net worths

As 79% say Brexit did not influence their decision to look at alternative residency

03/02/2021

Billionaire hedge fund boss pays himself UK record of £343m

Sir Chris Hohn’s Children’s Investment fund reports 66% jump in profits

03/02/2021

Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’

WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit

03/02/2021

IQ-EQ expands global Funds division into Ireland

Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.

03/02/2021

Man Group: Results for the financial year ended 31 December 2020

Growth in a challenging environment

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Silvercrest Asset Management strengthens Dublin office with two senior appointments

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HSBC AM invests in enterprise AI firm Model ML

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08-14-2026

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08-13-2026

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

08-13-2026

Ten largest wealth managers now have nine tenths of clients

08-19-2026

First Time Buyer ISA an opportunity to address Lifetime ISA shortcomings

08-19-2026

First Actuarial appoints four new partners amid ongoing growth

08-19-2026

Call for expression of interest to provide feedback on the list of standards relevant for the offline digital euro

08-19-2026

Ten largest wealth managers now have nine tenths of clients

08-19-2026

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

08-19-2026

Mobile wallets gain traction in the UK

08-19-2026

Second AI data centre planned for North Lanarkshire as growth zone gains £300m investment

08-19-2026

EFG International announces sale of Harris Allday

08-19-2026

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