03/04/2020
Sanlam shifts sub-£300k clients to ease pressure on wealth managers
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/04/2020
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/03/2020
Current clients will not be affected and have all options still available to them
03/03/2020
Portfolio Optimiser allows users to either create their own structured product for analysis
03/03/2020
Very soon, a new generation will be controlling investment decisions with a different approach and strategy.
03/03/2020
This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."
03/03/2020
Within fixed income, emerging market (EM) bonds are set to recieve the most inflows as 65% of the respondents said they are expecting to up their exposure to the asset class within the next 12 months.
03/02/2020
Jupiter’s swoop for Merian shows how times are changing in the sector as bold moves replace the normally staid practices of fund handlers
03/02/2020
At the end of last year Schroders embarked on a restructuring drive which could lead to 200 job cuts globally.
03/02/2020
The shares will list on the London Stock Exchange on March 10 and the cash raised will be retained by the parent company.
03/01/2020
The 216-year-old group, chaired by Michael Dobson and still controlled by the Schroder family, has traditionally split out its performance along the lines of retail and institutional fund management.
02/28/2020
2019 has seen the issues of environment and sustainability dominate the headlines.
02/28/2020
It has also been reported that the new office has already managed to raise some €300m of new capital.
02/28/2020
Client assets up 16% to CHF 299 billion
02/28/2020
In addition, UBS’ board of directors will reduce fees for all of its members and eliminate the share price discount, effective from the 2020 annual general meeting.
02/27/2020
ZEDRA has a proud track record of supporting local communities in the countries it operates in around the world.
02/27/2020
Record funds under management and confidence in our business underpins 5% increase in final dividend.
02/27/2020
The Hurun Global Rich List 2020 ranked 2,816 billionaires from 71 countries and from 2,182 companies.
02/27/2020
Despite this the advice firm reported "record" funds under management of £117bn last year, up from £95.6bn in 2018
02/26/2020
Longtime chairman Olearius forced to leave supervisory board
02/26/2020
From a legal point of view, the new banking branch is affiliated to Pictet & Cie (Europe) SA, the Group’s bank in Luxembourg.