10/15/2019
Schroders assets under management up to 450.8 bln stg at end-Sept
The growth was driven by an increase in assets across its asset management and wealth management units
Wealth and Asset Management
10/15/2019
Nearly half of young HNWIs are switching wealth managers
In order to create this marketplace-styled wealth manager of the future, the report says firms “can and should develop partnerships to provide these services rather than attempting to deliver capabilities in-house.”
10/15/2019
Serial acquirer expands UK presence with double deal
The deals were part of Fairstone's downstream buy out model
10/15/2019
Swiss private bank issues profit warning
BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.
10/14/2019
A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO
This is such an exciting time for our industry
10/14/2019
Wealth management group expands in Belfast with 3 new hires
Our new office opened in December last year to meet the needs of our growing client base in the region.
10/14/2019
Barcelona and Real Madrid risk future with Spain tax issues
Bumper contracts worth a lot of money are offered and the players come to Spain to enjoy the time of their lives in every sense.
10/14/2019
Introducing Frédéric Drouin, UHNW Business Club member
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/14/2019
Brexit uncertainty pushing HNWIs to Jersey
Economic Development minister Lyndon Farnham told the newspaper that he felt the spike in inquiries was, in part, due to uncertainty caused by Brexit.
10/13/2019
Did the Fed just restart quantitative easing?
Another round of formal trade discussions between the US and China kicked off this week
10/13/2019
Why family funds make for sound wealth management structures
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
10/11/2019
‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices
Bringing together PERE houses and family offices
10/11/2019
Could CEO exit trigger Close Brothers break-up?
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
Group says outlook "mixed" as funds fall in third quarter
Trading statement for the quarter ended 30 September 2019
10/10/2019
Wealth manager buys London adviser
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
Hargreaves Lansdown Makes Solid Start Amid Growth In Assets
Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
Corporate governance: the longest play of all?
Essentially it is that companies are analysed more extensively than ever before on their corporate governance.