12/11/2018
Syz Group launches private markets investment unit
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
Wealth and Asset Management
12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/10/2018
UBP Investment Outlook 2019
Several factors are expected to cause all regions to lose momentum, as well as becoming increasingly desynchronised.
12/10/2018
Ascot Lloyd buys rival adviser firm
Ascot Lloyd will take control of three new offices in the region: Wolverhampton, Nuneaton and Bromsgrove.
12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
12/07/2018
Equiom scoops two nominations in top industry awards
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
Geneva WM to partner with French advisory
The partnership will also allow the AppleTree to benefit from the French firm's IT infrastructure.
12/07/2018
Guinness announced as title sponsor of Rugby's Greatest Championship
The iconic global brand GUINNESS is to become the new title sponsor of the Six Nations, with the Championship to be known as the GUINNESS SIX NATIONS from 2019.
12/07/2018
Financial Planner fights to make military veterans IFAs
They also have experience that we sometimes struggle to find elsewhere.
12/07/2018
Charles Stanley takes on clients of collapsed wealth manager
Clients were given three months to consider the offer or transfer their assets elsewhere.
12/06/2018
Barclays to Keep Swiss Private Banking Growth Momentum in 2019
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
Wealth manager strengthens presence in Scotland
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
HSBC targets 2.7m account holders with robo launch
A spokesperson for the group said users would be charged a one-off fee of 0.5% of assets.
12/05/2018
Santander launches Private Wealth
New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint
12/05/2018
SJP training scheme gains CII accreditation
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.
12/05/2018
Vanguard and Merian Global Investors to open offices in Dublin
Vanguard, which manages $5.3tn in assets internationally, is the world's second biggest asset manager.
12/05/2018
Nikko Asset Management awards global equities mandate
Engaging a differentiated global equity approach brings confidence to our multi-manager global equity strategy
12/04/2018
deVere launches range of investment solutions under new division, dVAM
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/04/2018
Banca Generali acquires Lugano WM
The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.