11/02/2018
Listed financial planning group snaps up Harrogate wealth management firm in £4.5m deal
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
Wealth and Asset Management
11/02/2018
Quilter 24 to reunite with Cheviot founder Kerr-Dineen
Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.
11/01/2018
Coutts launches ‘Coutts Invest Pension’
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.
11/01/2018
Swiss bank Vontobel says advised client assets rise 19 pct
Overall, however, the first nine months of 2018 yielded solid results in line with Vontobel's expectations
11/01/2018
Janus Henderson suffers big drop in performance fees
Third quarter 2018 net income attributable to JHG was US$111.2 million compared to US$140.6 million in the second quarter 2018 and US$99.5 million in the third quarter 2017.
11/01/2018
Louvre Fund Has Novel Way to Help Restore France's Old Monuments
Impact investing is gaining traction with large institutions as investors seek ways to marry social
10/31/2018
Standard Chartered profits jump
All figures are presented on an underlying basis and unless otherwise stated comparisons are made to the equivalent nine-month period in 2017.
10/31/2018
Wealth Manager Top 100 2018: the final 25 top guns
Welcome to the grand finale! We reveal the final 25 names to make our guide to the leading fund buyers across the private client world
10/31/2018
Wealth managers’ UK expansion is a ‘targeted recovery’
Billingham, a chartered wealth manager, spoke to International Adviser about the expansion of wealth management firms in the UK, and particularly in regions such as Yorkshire.
10/30/2018
Lugano WM: Italians are bringing assets back to Switzerland
WMM Group has also been benefiting from this trend, as the firm has been attracting new Italian clients.
10/29/2018
Julius Baer targets wealth advisers with launch of dedicated team
Julius Baer chief executive Bernhard Hodler said: ‘External asset managers and financial advisers are and have always been valued clients and partners for Julius Baer.
10/29/2018
Book Review: The Wealth Elite
The study has limitations, having been based on personal contacts
10/29/2018
Stockbroker reveals plans to hand staff £2m in shares when it goes public
He is expected to make millions of pounds, with AJ Bell targeting a valuation of around £500m.
10/29/2018
HSBC wealth management profits rise amid robo-advice push
HSBC has been mulling a robo-advice style service since as far back as 2016.
10/29/2018
Germany's Oldest Bank Taps Deal Makers for Wealth Management
Investment bankers to help grow net new money: Wehmhoener
10/29/2018
Leicester City owner confirmed dead in helicopter crash
Other victims are named as two members of Vichai’s staff, Nursara Suknamai and Kaveporn Punpare, pilot Eric Swaffer, and passenger Izabela Roza Lechowicz, according to Leicestershire police.
10/26/2018
Unmasked! The dozen wealth managers quitting Quilter Cheviot
They all served as investment directors in the combined firm’s London office.
10/26/2018
Brooks Macdonald maintains 'positive momentum' in its UK business
The firm says it has increased its discretionary Funds Under Management for the first quarter to £12.8bn
10/26/2018
Acquisition boosts Liechtenstein PB’s Lux expansion
The corresponding purchase price is about CHF 12 million.
10/26/2018
Coutts & Adams & Co cut payroll 10% on compliance costs
Quarterly income within the private banking division stood at £195 million, 11.4% up on the same period of 2017 on asset appreciation, higher lending volumes and increased deposit income.