06/05/2018
Future giving Engaging the next generation
How will you build philanthropy into the DNA of your own family?
Wealth and Asset Management
06/04/2018
Jeff Prestridge: Invesco is putting its financial interests above those of shareholders - it should let 'Enhanced Income' go to the investors
There to defend the interests of shareholders (investors), they are persuading investment managers to reduce their charges.
06/04/2018
Star fund manager Andy Brown adds £43million dividend payment to his wealth
Now the founder of Cedar Rock Capital has added a record £43 million dividend payment to his wealth.
06/04/2018
AFH hunts for bigger IFAs to buy
AFH had cash reserves of £23.7m at the end of April, while the amount it is required to hold for regulatory purposes is just £2.5m.
06/04/2018
Millions in Baltic Scandal Frozen at Julius Baer
The bank was privatized in an emergency measure in 2011.
06/01/2018
International wealth boutique buys into UK IFA
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
06/01/2018
Jersey Crowned Best IFC at WealthBriefing Asia Awards 2018
Jersey has won the award for ‘Best International Finance Centre’ at the WealthBriefing Asia Awards 2018, underlining the jurisdictions reputation as a world-leading international finance centre (IFC).
05/31/2018
The 20 most expensive cities in the world
UBS Global Wealth Management has published its study into the cost of living around the world.
05/31/2018
Union Bancaire Privée to acquire Luxembourg private bank
UBP has the necessary capacity to further develop the products, services and operations in Luxembourg, while Carnegie can focus on its domestic markets
05/31/2018
Hawksmoor Posts Strong Growth and a Return to Profitability in 2017 Annual Report
The Distribution Fund passed the £100m mark in 2017
05/30/2018
Invesco is embroiled in a row with its former fund as it refuses to lower management fees
They also were not proposing to charge a performance fee, which Invesco did.
05/30/2018
UBS Wealth in big hedge fund push
The firm’s recommended allocation is indeed big compared to other private banks.
05/30/2018
Deutsche Bank merges private and commercial business
DB Privat- und Firmenkundenbank AG concludes legal merger of Postbank and Deutsche Bank’s private and commercial clients business
05/29/2018
Old Mutual confirms plans to sell up to 10% of shares
Old Mutual sold single strategy asset management business Old Mutual Global Investors to a partnership of OMGI chief executive Richard Buxton, the senior management team and private equity.
05/29/2018
Tilney working with Charities Aid Foundation to give charities investment advice
Tilney’s experience means it is well-placed to offer advice to charities which use the CAF Investment Account and other CAF investment services to manage their investments.
05/29/2018
Red Deer selected by Close Brothers Asset Management to support MiFID II processes
This approach has the added advantage of preventing inducement across the firm.
05/29/2018
Two industry heavyweights make major announcements
According to the SLA board, it expects there will be capital within the group as a result of the sale and anticipated lower capital requirements.
05/25/2018
Up Close With Julius Baer
The bank probably will move into the new offices at the end of 2020 after what it says will be a careful renovation of the building.
05/25/2018
SJP replaces BlackRock on alternatives fund amid raft of changes
Hires Wellington Management
05/24/2018
Interim Management Statement for the first four months of 2018
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio(2) inside target range