10/01/2018
Rebranded wealth manager swallows IFA firm
Combined group will have more than £2bn in AUA
Wealth and Asset Management
09/30/2018
Automation For The Bank And For The Advisor by Objectway
This is a boon for every wealth management organization as of today
09/30/2018
The return of the Pied Piper... with a £100 million new tune...
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Meet the Manager: Rathbone Unit Trust Management head of fixed income Bryn Jones
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/27/2018
MPS Investment Committee: Gavin Rankin, Citi Private Bank
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
Peter Kraus has a $1tn idea to transform fund management
FN's sister publication Barron's takes an in-depth look at the former AllianceBernstein CEO's new venture
09/26/2018
Jes Staley Stakes Barclays’s Future on Investment Banking
But the CEO will have to persuade activist investors to come along for the ride.
09/26/2018
Newcastle event to inspire women into wealth management
Women in the North-East are being encouraged to get an insight into a career in wealth management.
09/26/2018
Brewin Dolphin opens Winchester wealth office
The move comes amid a concerted regional push by Brewin.
09/26/2018
Wealth Management Awards winners announced
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
Mattioli Woods asset portal to launch this year
The firm has said it was looking to acquire businesses from different markets to complement its existing services with a specific focus on discretionary investments.
09/25/2018
AFH snaps up welsh client portfolios
The listed company has completed the deal with the joint special administrators of Beaufort Asset Clearing Services and the joint administrators of Beaufort Securities.
09/25/2018
Close Brothers Asset Management reports profit, income and assets increase
The group presents its results on both a statutory and adjusted basis.
09/25/2018
Global fiduciary and administration firm acquires third party management company
A licensed and regulated fund management company providing comprehensive services in the alternative asset space.
09/24/2018
City veterans plan ‘merchant bank for mega-rich millennials’
Ex-UBS and Lazard banker Ken Costa and Jonnie Goodwin join forces
09/24/2018
Wealth management giant strikes 14th deal
The maximum purchase price is £1.6m.
09/24/2018
Miton assets reach £4.5bn
Miton relies on its people and providing an attractive working environment is part of our commitment to them.
09/24/2018
How High Net Worth Individuals Can Succeed In Their Investment Plans With Non-Traditional Assets
Investing in non-traditional assets opens new avenues for wealth creation by allowing investments in Private Equity, Real Estate and Securitisation, among others.
09/21/2018
FirethornTrust Launches with Backing of £200M to Invest in UK Real Estate
The venture will focus on creating a long term, diversified portfolio and will aim to take advantage of opportunities and market dislocations occurring as a result of the UK’s decision to leave the EU.
09/21/2018
Fenergo expands in to asset and wealth management
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.