12/13/2023
'UK regulation keeps me awake at night'
The answer is dealing with all these eventualities is part and parcel of delivering great service, according to one discretionary fund manager boss.
Wealth and Asset Management
12/13/2023
Fairstone adds £160mn AUM with Kent-based firm
The deal takes Fairstone to its tenth office in the South East of England, bringing its total number of office locations to 55.
12/13/2023
Wealth Management’s Generative AI Era
The current wave of innovation fueled by Generative AI capabilities has left no stone unturned at Prometeia.
12/13/2023
Triple win for Schroders at Citywire Gender Diversity Awards
The winners were selected by a panel of judges who evaluated company-wide gender diversity practices and how companies incorporate gender issues into their investment decisions.
12/13/2023
‘We have to relearn’ bond investing – Oddo Switzerland DACH chief
Christoph Geiseler said change in interest rates and fund manager’s inactivity in bonds over the past decade means a thorough brushing-up is in order.
12/13/2023
Close Brothers AM buys Dorset-based IFA adding £220m in assets
The wealth manager’s purchase of Bottriell Adams is subject to approval
12/13/2023
What asset management M&A means for private bank chiefs
Super Allocators expect consolidation to continue apace, but will this restrict the availability of new ideas?
12/12/2023
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/12/2023
Why Julius Baer shares are falling and falling
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
FCA tells platforms to stop ‘double dipping’ on cash; HL and AJ Bell shares sink
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.
12/12/2023
Schroders Group financial planner buys IFA firm
The firm will fully align with Benchmark over the next twelve months
12/12/2023
UK wealth manager makes two acquisitions
Including the client base of retired IFA
12/11/2023
Coutts banker wins prestigious Banker of the Year Award
Alison Graham won the ‘Banker of the Year’ at the Women in Finance UK Awards 2023
12/11/2023
Apollo Adds ELTIF to Wealth Product Platform Following CSSF Regulatory Approval
Apollo Clean Transition Equity ELTIF to provide European investors greater access to clean transition investments across private markets
12/11/2023
Ex-GAM bidder Liontrust hit by downward spiral
This is after they have lost more than half of their value over the course of the year.
12/11/2023
M&G With Profits fund pours $20m into crypto platform
M&G’s flagship fund invests in GFO-X, the UK’s first regulated bitcoin derivatives exchange, on signs the crypto regulatory landscape has matured.
12/11/2023
Lucerne boutique outsources portfolio management to focus on engagement
CSR Beratungsgesellschaft will take over the portfolio management of Ethius Invest’s fund, as the two sustainable investment specialists launch a partnership.
12/11/2023
Julius Baer scoops two Channel awards
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/11/2023
7IM buys financial planning firm Amicus Wealth
The addition of Amicus Wealth creates a group with a combined AUM of approximately £22bn, employing over 550 people.
12/11/2023
BNP Paribas Wealth Management Shares Key Investment Themes and Outlook for 2024
In addition, governments will need “to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.