04/01/2013
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
03/31/2013
Mergers herald wealth sector shake-up
03/28/2013
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
They will continue to service all existing clients.
03/27/2013
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.
03/26/2013
The businesses with a total of over USD 13 bn of assets under management are based in the UK, Italy and Dubai, serving predominantly international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients across Europe.
03/26/2013
Wealth management group optimistic as losses fall
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m
03/26/2013
The amount of money managed by Liontrust Asset Management almost doubled over the past year
03/25/2013
The Swiss bank had been seeking a buyer for JO Hambro Investment Management for most of last year.
03/25/2013
To focuses on companies with high and sustainable returns on equity and strong free cash flows
03/25/2013
Most Russians find it distasteful when lawmakers and officials are wealthy
03/24/2013
The biggest loser was Larry Ellison
03/24/2013
The boards of Schroders and Cazenove Capital Holdings have announced that they have reached agreement on the terms of the recommended acquisition by Schroders of the entire issued and to be issued share capital of Cazenove Capital.
03/24/2013
Net new business inflows of GBP3.5 billion in the two month period under review
03/24/2013
In August last year the FSA said it was continuing to interact with wealth management firms and would commence further thematic work.
03/21/2013
Cap on fund manager bonuses moves closer after Euro vote
The committee’s plan will now be put to a vote for the entire European Parliament in April.
03/21/2013
Fisher said the growth of DIY investment is “depressing”
03/21/2013
The two firms have confirmed the talks in market statements this morning. Schroders is considering a possible cash offer, with loan note alternative, for Cazenove’s entire share capital, the groups said.
03/21/2013
A tax hike could be the tipping point for many high-net-worth and ultra-high-net-worth individuals, who are the most mobile in society due to their abundant resources.