07/10/2018
Jupiter unveils absolute return fund in Merlin multi-manager range
Run by Independent Funds team
Wealth and Asset Management
07/10/2018
Old Mutual and Friends Provident facing prospect of multi-million pound class action over mis-selling claims
UCIS are not available to regular investors in the UK due to their risk and the fact that they are not covered by the oversight of watchdog the Financial Conduct Authority.
07/10/2018
Former Zurich boss sets up HNW broker
We don’t have the pressures and challenges that can come with size
07/10/2018
Ex-Odey wealth director opens up family office to market
Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.
07/09/2018
Wealth manager to add €3bn to assets under management
Company intends to grow its new business assets to €30 billion by end of 2019
07/06/2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey
07/06/2018
VP Bank Ltd to expand operations in Asia
Having been in the private banking industries in Hong Kong and Singapore for more than 25 years, what were her reasons for her latest move?
07/06/2018
Qatari cash expands wealth firm tied to Hong Kong real estate
LJ Partnership is seeking to expand globally
07/06/2018
Schroders WM CIO names four mega trends to follow
Companies that don’t invest in it eventually hit a brick wall
07/06/2018
RAM AI to open Milan office
The new office will focus on distribution, while asset management activity will remain in Switzerland.
07/06/2018
7IM claims platform industry tarnished by tech issues
Both Aviva and Aegon have experienced outages as they moved their platforms onto new technology
07/05/2018
Italian WM strikes systematic deal with Swiss group
This latest agreement allows the Italian asset management firm to integrate RAM’s systematic approach.
07/05/2018
Fairstone brings in £70m FUM with fourth 2018 acquisition
Six advisers to join Fairstone
07/05/2018
Credit Agricole rebrands private banking services
Azqore, which will serve as an independent subsidiary of Indosuez, offers integrated technology services, operational back office and project consultancy through its S2i platform.
07/05/2018
LLB completes acquisition of Austrian private bank
The two previous main shareholders of Semper Constantia in return received about 6% of LLB shares.
07/04/2018
Revenues up at acquisitive Leicester wealth management firm
The firm also said it is withdrawing from work around pension transfers, but that this would not affect its bottom line.
07/04/2018
Wealth manager plans further expansion after record year
Profits doubled and new business up 62%
07/04/2018
Jersey trust company forms joint venture in Cyprus
The agreement reached between the business founders Don Wijsmuller and Demos Demou, will allow Whitmill to add a seventh jurisdiction to their international offering
07/03/2018
HQ capital aims for China’s wealth market with joint venture
The new venture aims to exploit both companies networks to generate synergies between China and overseas markets, particularly with Germany in order to offer clients more investment opportunities.
07/03/2018
Edinburgh-based private bank cuts deal to help it win upmarket mortgage business
The three-year-old bank already offers mortgages.