04/17/2019
GAM Bleeds Assets
Subject to the successful execution of the above, a final distribution will be made to clients as soon as possible
Wealth and Asset Management
04/17/2019
Quilter assets under management increase despite market challenges
The firm saw net outflows of £200m in the quarter, down from £1.6 inflows in the first quarter of last year.
04/16/2019
Kingswood Holdings loss narrows following cost reductions
Gary Wilder, Kingswood's group chief executive, said: "Since Patrick Goulding and I have taken over day-to-day management control at the board's request earlier this year, we have now implemented the significant changes that were originally
04/16/2019
Julius Baer International opens office in Belfast
“The office houses relationship managers and wealth planners who understand the local and global markets and are highly respected within the private client community.”
04/16/2019
Sanlam UK acquires financial adviser and employee benefits firm
“We look forward to working with our new colleagues at Sanlam to grow the business in the North of England and continuing to provide a goal-driven service for our clients.”
04/16/2019
DFM Tatton assets jump 25%
Over the last six months, where markets have been most volatile, Tatton’s DFM reported a 7 per cent increase in assets.
04/15/2019
Quilter deal for Lighthouse moves forward as timetable set in train
The current timetable says a court hearing is expected no later than 14 days
04/15/2019
Lombard Odier wins three leading European awards
The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector
04/15/2019
Lombard Odier wins three leading European awards
The judges were impressed by the evolution of our investment offering in 2018
04/14/2019
Laithwaite bottles Majestic bosses
His biggest battle was with Greg Hodder, who spent 14 years as chief executive of Laithwaite’s Direct’s Wines, with orders to “polish the rough diamond”.
04/14/2019
British wealth manager may acquire Investec Irish wealth management business
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
Creating Impact—The Promise of Impact Investing
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In
04/14/2019
Quite the quarter: Markets on the rebound
Most asset classes bounced back in Q1 from the heavy losses of 2018, but how long can it last?
04/12/2019
Winners Of WealthBriefing European Awards 2019
The ceremony is part of a series of awards
04/12/2019
UBS chairman: Europe is running out of economic policy options to boost growth
On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.
04/11/2019
Charles Stanley Direct clients ignore fee hike to lift assets 15%
The figures were contained in an update on first quarter fund flows showing total client assets of £24.1 billion held within Charles Stanley.
04/11/2019
Multi-family office Hottinger introduces art consultancy services
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
04/11/2019
Wealth manager rolls out financial education workplace scheme
The workshops are based around retirement and pensions but will have IHT elements soon
04/11/2019
The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/11/2019
DFM business drives Saunderson House growth
Discretionary fund managers run portfolios in the way they think best, rather than engaging regularly with the end client.