06/19/2017
Prominent UBS Team Chooses Independence, Joins Dynasty
The group previously oversaw more than $8 billion in institutional assets and $400 million in private assets.
Wealth and Asset Management
06/19/2017
£1tn family wealth transfer set to boost UK economy
Money gifted to families is expected to have a big impact on the economy as wealth 'floods into the market'
06/19/2017
Investec launches online investment management service
The funds are reviewed on a monthly basis with the aim of outperforming the market.
06/18/2017
Women and minorities struggle to break into asset management
Senior industry executives see such work as critical for the industry to remain innovative.
06/18/2017
Helena Morrissey made a dame; Stephen Lansdown awarded CBE
Included in Queen's Birthday Honours list
06/16/2017
Indosuez Wealth Management buys private banking business in HK and SG
The acquisition would further enhance Indosuez Wealth Management's footprint and position in Asia
06/15/2017
They might look the same — but not all wealth managers are alike
When choosing someone to look after your money, ask about asset allocation
06/15/2017
Liontrust adjusted pre-tax profits up 18%
"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."
06/15/2017
Tilney’s Investment Advisory Service Hits £1 Billion AuM
The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.
06/15/2017
Wealth managers shun passive investments
Cheaper funds remain a small part of most portfolios
06/15/2017
Wealth managers’ alternatives exposure reaches record high in 2017
The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.
06/14/2017
Charles Stanley swings back to profit
Funds under management grew by 17 per cent to £24bn.
06/14/2017
Rothschild’s diversification strategy starts to pay off
Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March
06/14/2017
Brexit to prompt 'very few changes' at Rothschild as revenue soars
This rise came as both the number and value of global M&A deals across the market declined in 2016
06/14/2017
Equilibrium Asset Management on course for record-breaking year
The Wilmslow-based chartered wealth management company has landed £75m of new assets under management
06/13/2017
GAM’s Model Portfolio Service reaches GBP 1 billion milestone
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.
06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
Guernsey expert joining impact investment panel in New York
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
Martin Cawley of Devonshire Wealth Management
The bottom line is how they manage money in good times and bad.
06/13/2017
Profit margins squeezed at global wealth managers
Higher regulatory requirements and greater transparency have hit fees