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GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance

Alongside Carmignac and Janus Henderson

Titan Wealth and LEBC announces strategic partnership

Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.

UK financial planning company buys wealth manager

Acquirer now has around £3bn in FuM

Strong growth predicted in the family office sector and an increased focus on alternatives

In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s

RBC expands European equity sales teams with two new appointments

New hires bring considerable experience to the bank, having previously served at Berenberg and Investec, as well as Citi, Credit Suisse and Goldman Sachs, respectively.

Ocorian employee named in Top 50 Most Influential list by eprivateclient

Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.

Affinity Private Wealth launches Irish-domiciled sustainable growth UCITS fund

The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.

Why advisers fear intergenerational wealth transfers

Most advisers in the UK now fear they will lose business when wealth is transferred between generations.

Matthias Belz Named in '50 Most Influential' Private Client List

Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.

Bank Nagelmackers partners with Objectway to implement their new private client offering

Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.

Outflows hamper Liontrust AUMA growth

Asset manager’s investments performed well, but investor sentiment remained cautious

Long-run asset class performance: 30-year return forecasts (2023–52)

This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.

AJ Bell inflows down 25%

New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.

Credit Suisse set to pay upfront cash bonus to senior employees

The deadline to sign up for the upfront payment is 30 January.

Credit Suisse: «We Received Many Love Letters»

Most importantly, Credit Suisse was able to defend its leading position in the Swiss business if one follows the bank's interpretation of data from Dealogic.

Family office sets up shop in Monaco

Firm will offer a range of private wealth services

Matthew Burton named one of 50 Most Influential

The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.

UK's fund managers post higher assets under management as fund flows improve

After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.

Liverpool adviser sells business to Evelyn Partners

Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.

Liontrust Income Fund Q4 2022 review

Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.

Wealth and Asset Management