07/19/2018
SGG Group completes acquisition
A comprehensive review of the newly combined Group’s brands is currently underway and until this review is completed all businesses will continue to operate under their existing brand names.
Wealth and Asset Management
07/19/2018
Utmost Wealth to expand worldwide with acquisition
The acquisition is conditional on, inter alia, regulatory and competition authority approvals and is expected to complete by Q1 2019.
07/19/2018
Investors on 7IM platform flee to safe havens
The best selling ETF was a product that buys physical gold, which is viewed by many as a safe haven.
07/19/2018
Investec Bank gains Isle of Man licence
"It provides a great opportunity to increase awareness of Investec in a new jurisdiction and continue its growth by building on the success in the Channel Islands."
07/19/2018
Swiss wealth manager looks at London as Brexit looms
Fearful of rival to Geneva
07/19/2018
Catalyst congratulates SGG Group on the acquisition of Augentius
Catalyst has congratulated their client and leading global investor services firm SGG Group on the successful acquisition of Augentius
07/19/2018
Liontrust selects BNY Mellon for outsourced fund services
Ancillary services will cover securities lending, FX and cash management.
07/19/2018
Generali Plans to Sell Wealth Management, Services Units for $476M
An additional 10 million euros may be paid on the deal’s completion, the Trieste-based insurer said in a statement on Thursday.
07/17/2018
Global uncertainty outweighs Brexit for wealthy
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
07/17/2018
Arbuthnot Banking's first-half profit rises, to set up secured lending business
In line with our diversification strategy we have also reached an agreement with an incoming management team to establish a new lending division that will be named Arbuthnot Specialist Lending,” Chairman Henry Angest said.
07/17/2018
What wealth managers can do to get Brexit-ready
Most boardrooms and executive management teams acknowledge that it’s the biggest challenge in what could be the largest ever upheaval of the UK’s financial markets.
07/16/2018
Investment management group halves gold exposure in its fund range
The gold trade, which we initiated at the end of 2015, has served portfolios well, especially as we moved through a period where markets have been driven more by liquidity than fundamentals.
07/16/2018
Standard Life Aberdeen backs £17.5m Saranac fundraise
There two new groups joining the shareholder list, the Noé Family and US based structured credit firm Zais Group.
07/16/2018
WH Ireland joins Research Tree’s growing platform
"...we see Research Tree as a great way to help us in maximising the distribution of our research offering"
07/13/2018
Pub Club with Andrew Davies, LGT Vestra
Davies last met us in 2016 not long after the office had opened and he had made the move from Barclays Wealth & Investment.
07/13/2018
GAM expects increase in pre-tax profits
All the aforementioned figures for the first half of 2018 are estimates and the final results will be released on 31 July 2018.
07/12/2018
Sector organisations hope to raise extra £2bn from wealthy people
The Charities Aid Foundation and 70 wealthy people have agreed to collaborate in the as yet unnamed venture
07/12/2018
Liontrust reports net inflows of £320m in Q2
‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’
07/12/2018
UBP expands its euro fixed-income offering
The fund is currently available to investors in Austria, Denmark, Finland, France, Germany, Italy, Luxembourg, the Netherlands, Norway, Sweden, Switzerland, and the United Kingdom.
07/12/2018
Berenberg wins first FTSE 100 broking client
Germany's oldest bank that is trying to win more work with the UK's largest companies