05/31/2020
Relaxation of lockdown gives investors hope
We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.
Wealth and Asset Management
05/29/2020
Wealthtime eyes growth after buyout
Ms Bristow said Wealthtime would also look to create strategic relationships with discretionary fund managers and advice firms to offer white label
05/29/2020
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
05/29/2020
Rathbones halves its 9% stake in Jupiter trust as Richard Buxton takes over
Renowned fund manager is running investment trust money again for first time in seven years
05/28/2020
M&G buys adviser platform from Royal London
Acquisition of £14bn-in-assets business will help newly listed asset manager push further into retail market
05/28/2020
How Lockdown Cpuld Lead to "A Rich Inner Life"
Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.
05/28/2020
Hampden raises £7m on path to profitability
The bank has also experienced an upswing in new clients who are migrating accounts and loans to Hampden & Co from other banks.
05/28/2020
St. James's Place gets FUM up from markets and inflows
“Following record first quarter new business, we have naturally seen a reduction in new investments as the COVID-19 crisis developed,” said chief executive Andrew Croft
05/28/2020
UK investment boutique champion dies
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
The Luxembourg SPF: A private wealth management company of choice
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/28/2020
Charles Stanley sees 45% profit boost despite £4bn FUM hit
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.
05/28/2020
Charities in the time of Covid-19 – Reflections, two months on…
Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.
05/28/2020
Brady Wealth Management Takes Philanthropic Initiative to Fight COVID-19
Partners at Brady Wealth Management have launched initiatives to help communities even in the midst of a lock down while respecting WHO social distancing guidelines.
05/27/2020
Cohen & Steers Opens Dublin Office
Cohen & Steers has seen its market share grow thanks to our strong investment performance.
05/27/2020
Continued resilience in a challenging environment
The second ad hoc announcement on new business activity will be for the month to 31 May 2020
05/27/2020
More than traditional trust and estate planning
Coronavirus’ impact on travel is a big tax issue for businesses and individuals.
05/27/2020
Royal Bank of Canada reports second quarter 2020 results
The total PCL ratio on loans was 165 bps, up 139 bps from last quarter as we prudently increased reserves due to the impact of the COVID-19 pandemic.
05/27/2020
The return of the global wealth manager?
Covid-19 may accelerate larger wealth managers’ global ambitions.
05/27/2020
How to get the best price for your wealth firm
Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry