11/06/2018
Financial services duo form new UK wealth manager
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
Wealth and Asset Management
11/05/2018
SGG Group completes acquisition of Lawson Conner
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
GAM rebuffs Schroders approach for hedge fund unit
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Financial advice, events and education service launched for women
Advice from St James's Place
11/05/2018
Investors want Standard Life Aberdeen to ditch co-CEOs
A poll of 21 large investors shows more than two thirds want a change in leadership at the FTSE 100 asset manager
11/05/2018
Financial Planning and advisory firm makes new HNW acquisition
Acquisition of Hazlems Fenton
11/04/2018
Embracing the human touch at Coutts PO
All that comes together in the private office world, and even more so in running a business within it.
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.
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.