09/06/2018
Ex-Winton CIO's new boutique launches first fund
The fund will use its proprietary system to invest in 25 to 50 stocks. Link Asset Services will operate as the authorised manager of the vehicle.
Wealth and Asset Management
09/06/2018
JTC announces acquisition
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
More complex needs allow Guernsey’s fiduciary sector to shine
" This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.”
09/05/2018
Sanlam sells bond business to Man Group
Sanlam portfolio managers Craig Veysey and Francois Kotze will join Man GLG running the strategic bond strategy
09/05/2018
Investcorp buys 40% holding in Swiss private bank
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Wealth Management Firm Snaps Up Devon Counterpart
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
Mattioli Woods to open Edinburgh office as business booms
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Old Mutual Wealth Private Client Advisers rebrands as Quilter
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
European Wealth builds acquisition pipeline in major overhaul
While the two international divisions made up a very small part of European Wealth’s overall business
09/03/2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
09/03/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
09/03/2018
ZEDRA completes acquisition of Quaestum Group in Malta
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Award winning asset manager partners with adviser association
Feifa strikes deal with Guinness Asset Management
08/31/2018
GAM tumbles 11% as Credit Suisse questions viability
A GAM spokesperson declined to comment.
08/31/2018
SJP dominates advice sales as Brewin aims to close gap
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
Edmond de Rothschild Profit Jumps
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Rathbones completes £104m Speirs & Jeffrey buy
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.
08/31/2018
Old Mutual delivers strong debut results after split
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/31/2018
Swiss family office snaps up £2bn British schools giant Cognita
The Swiss family office will become one of the UK's biggest school-owners following its takeover of Cognita, Sky News learns.
08/31/2018
Hargreaves Lansdown boss pockets £2.5m pay packet
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report