12/04/2018
Santander hires 30 on three-year expansion to woo super-rich
They are owners of companies, they create a lot of jobs and a lot of wealth.
Wealth and Asset Management
12/03/2018
AFH completes biggest ever IFA purchase
At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.
12/03/2018
Will cheaper oil grease the wheels of global growth? - Coutts
If a product becomes cheaper to produce then a company’s margins improve and this makes a difference to its bottom line.
12/03/2018
Orchard Street buys £55m mixed-use property for UK wealth manager
The property was previously managed by Roebuck Asset Management, who had advised on its acquisition in 2011 and acted for the vendor in the sale.
11/30/2018
Charles Stanley CEO: 'There will be a sharp decline in demand for advisory managers'
Not something clients want
11/30/2018
How wealth managers' use of ETFs is changing, covering sectors and fixed income investing?
Commenting on his firm's use of the vehicles, Mohsin Bukhari, head of investment research at Carrington Investments, said the group only adopted passive investments at the start of this year, as they predominantly used active managers in the past.
11/30/2018
Sanlam UK’s Hannah Gooch-Peters receives Young Investment Woman of the Year Award
Hannah is a key player in Sanlam’s Global High Quality Fund
11/29/2018
Quilter Private Client Advisers acquires three financial planning businesses
Clients of Cheltenham-based Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway Johnson, based in Surrey, will be aligned to the London office.
11/29/2018
Top German wealth managers hold form despite margin squeeze
Hamburger Sparkasse, Oddo BHF, and Berenberg log a decade or more in the top 10 as ranked by Elite Report.
11/29/2018
Eight Ex-Berenberg Bankers Build $1.7 Billion Asset Manager
Insurers, endowments and family offices are among customers
11/29/2018
Yacht Owner Made $8 Million With Trader in UBS Insider Case
Walid Choucair completes three days of testimony in court
11/28/2018
Zedra announces new partnership
ZEDRA’s network covers 13 jurisdictions across 15 offices in Asia, Oceania, the Americas and Europe.
11/28/2018
HSBC Intensifies Fight for Germany’s Super-Rich
Last year, the unit collected almost two billion euros in new money while assets under management reached an all-time high of 28.5 billion euros.
11/28/2018
The challenges for wealth firms offering a Tier 1 visa service
A number of wealth managers and private banks offer the service, though that number is dwindling.
11/28/2018
WH Ireland Group Plc Continues to progress its transformation programme
The last two months of this period saw a number of important changes, building on the work undertaken in recent years.
11/28/2018
Brewin Dolphin annual profits rise 19% as total funds jump
Balance sheet remains strong, underpinning the delivery of our growth strategy.
11/27/2018
AJ Bell to be valued at £675m as IPO price revealed
Wrap platform AJ Bell has unveiled its IPO price range, which will give it a valuation of between £626 million and £675 million.
11/27/2018
Walker Crips profits fall due to market turbulence
This was driven largely by a fall in revenues of 1.9 per cent to £15.1m.
11/27/2018
Standard Chartered considers a simpler structure to control costs, will reveal plan with full-year result in February
Lender makes bulk of its income from its China and North Asia businesses
11/26/2018
Britain's billionaires now billions poorer
The 16-strong British contingent in Bloomberg’s Richest 500 list have collectively seen an estimated £6.2bn wiped from their wealth as the UK property market and stocks around the world tumble.