09/19/2023
UK Wealth Managers and Private Banks Are Expanding into New Investment Territories
Shifts into the passive investing and ESG fixed-income domains are underway
Wealth and Asset Management
09/19/2023
Mattioli Woods's Ludlow Wealth buys Opus Wealth for initial GBP700,000
This acquisition further strengthens our operations in the North West as we look to build upon our existing presence in the area.
09/19/2023
LLB drops Liechtensteinische Landesbank name in rebranding
Chief executive Gabriel Brenna said the shorter new name is easier to use digitally.
09/19/2023
FinFactor raises AUM and clients thanks to Objectway’s Investment Management Solution
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless
09/19/2023
Wealth management group Evelyn Partners moves into Maxis Bracknell
The new space has desks that can be used by people sitting or standing, as well as 30 meeting rooms, several collaboration stations, and two on-site cafes.
09/19/2023
BlackRock enters Allfunds Alternative Partners programme
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).
09/19/2023
Laurent Gagnebin: «We were very selective in hiring from Credit Suisse»
Laurent Gagnebin, Rothschild & Co Bank posted a massive increase in profits in the first half of 2023.
09/19/2023
New Hargreaves Lansdown CEO lays out priorities as profits soar 50%
AUA up 8%
09/18/2023
How Waverton strategy clash led Timothy James & Partners to Söderberg
The London-based firm sought a backer that prioritises independent advice and has background in building scale after its relationship with Waverton changed course.
09/18/2023
Tax deductions: how to optimise Pillar 2 buybacks
In practice, Pillar 2 buybacks involve making one or more payments to rectify your occupational pension shortfall.
09/15/2023
St James’s Place/wealth management fees: new rules bring needed self- reflection
Could lower fees win more customers in the long term?
09/15/2023
Royal London Asset Management to limit access to Global Equity Select strategy
Royal London believes this decision is in the best interest of its clients, ensuring that the strategy and its portfolio managers can continue to access all parts of the global equity market.
09/15/2023
Gresham House sets eyes on long-term ambitions as profits climb
AUM up by 5% to £8.3bn
09/14/2023
Raiffeisen Aims Big by Thinking Small
Raiffeisen Group attracted 1.8 billion Swiss francs of new custody assets in the first half of the year.
09/14/2023
European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
09/14/2023
Brooks Macdonald's adviser MPS business represents 20% of assets
The company confirmed there were outflows from the main bespoke service, though its decumulation product within this grew its assets by 50 per cent over the year.
09/14/2023
Boutique could split from Natixis IM
Natixis said that a sale is not on the agenda, but Citywire sources think it is likely.
09/14/2023
Macquarie Asset Management becomes lead investor in Verkor Series C fundraise
The financing will accelerate the construction of Verkor’s first gigafactory in Dunkirk and the manufacture of high performance low-carbon battery cells.
09/14/2023
Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value
The service has been designed so that advisers can maximise capital value in their business and realise it at a time of their choosing, either along the growth journey or when they ae ready to exit.
09/14/2023
Zurich wants to buy Italian Julius Baer subsidiary
Julius Baer's Italian asset management subsidiary is valued at 40 to 50 million euros, the report continues.