04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
Wealth and Asset Management
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/19/2022
Fifth of UK bankers earning more than £125,000 a year benefited from non-domiciled tax status, new research reveals
The new research found the 'non-dom' status benefitted the higher earners most.
04/19/2022
Advice firm targets rugby players in recruitment strategy
Rugby players show complete commitment to their trade
04/14/2022
Brooks Macdonald flows up but funds fall 3.9%
The firm’s investments underperformed by 4.9 per cent over the quarter
04/14/2022
Zurich WM partners with Sygnum Bank to expand crypto offering
The wealth management firm will have access to a variety of products including direct investments into Bitcoin and Ethereum and exposure to tokens in sectors such as DeFi, the metaverse and gaming.
04/13/2022
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
04/13/2022
My time in a cold-calling factory for SJP partners where we were told to lie
As a student, I worked for a commission-paying lead generation company that instructed me to lie to leads when calling to book appointments for SJP partners.
04/13/2022
Forrester outlines a future-fit vision for digital transformation
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
04/13/2022
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
04/12/2022
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.
04/12/2022
Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
04/11/2022
Julius Baer Private Banker Relocates to Lugano
Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.
04/11/2022
Turning Japanese
“Money talks – and mine said ‘goodbye !’” - Anonymous.
04/11/2022
MHA MacIntyre Hudson takes majority stake in Cave & Sons to strengthen private wealth management offering
MHA Caves Wealth will continue to serve all of its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.
04/11/2022
Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners
More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.
04/11/2022
Société Générale exits Russia and sells Rosbank stake
The transaction will close in the coming weeks, with the Rosbank stake sold to Interros Capital.
04/11/2022
Smith & Williamson International completes acquisition of 7IM Jersey Branch assets
7IM will continue to provide services to its Platform clients in Jersey. Grant Hamilton, Director at 7IM Jersey, will join Smith & Williamson International’s office in St. Helier, Jersey.