04/22/2020
Why brand building is essential in times of precarity
The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.
Wealth and Asset Management
04/22/2020
JTC Reports Continued Disciplined Growth For 2019
JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands
04/22/2020
Lugano WM on why she started investing in venture capital
Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch
04/21/2020
Quilter reports positive Q1 net flows
Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.
04/21/2020
Ocorian boosts funds offering with acquisition
This strategically important acquisition adds depth and breadth to our funds business
04/21/2020
Study finds small is beautiful in asset managers
Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.
04/21/2020
SJP takes largest share of DB transfer business
Old Mutual Wealth took 6 per cent of transfers but had a lower average transfer value at £320,000
04/21/2020
Schroders Personal Wealth launches 11 offices
Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.
04/21/2020
Fees waived and frozen: How networks are responding to Covid-19
Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.
04/20/2020
Family Offices: A Manual for the Digital Age
The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.
04/20/2020
Three investment reasons to be cheerful amid the economic upheaval
The uncertain economic landscape is impacting on people’s lives and livelihoods.
04/20/2020
WH Ireland in talks to buy Cantor Fitzgerald's London corporate finance arm
Such discussions are preliminary, require certain third party consents
04/20/2020
Quilter network defers fees amid Covid-19 lockdown
The professional body warned advisers needed assistance at a time when "demand for their help has never been greater, yet pressure on their own resources are stretched".
04/19/2020
Sanlam’s Penny Lovell: My mum got me hooked on investing through Ceefax
Sanlam Private Wealth boss on being ‘gender blind’ as investment industry’s pay gap thrust in the spotlight
04/19/2020
Stonehage Fleming’s direct investment clients invest in USD10m BibliU Series A funding round
Stonehage Fleming Advisory’s clients have invested alongside leading UK impact foundation Nesta Impact Ventures, who led the round, Guinness Asset Management, and existing investor Oxford Sciences Innovation.
04/17/2020
Raiffeisen Pays «Golden Hellos»
Chairman Guy Lachapelle took home 750,000 francs. Raiffeisen's board, which is comprised of ten directors, was paid a total of 2 millionen francs; Lachappelle abolished attendance fees for directors, which had totalled 709,000 francs in 2018.
04/17/2020
Sanlam Investments acquires specialist fixed income credit team
The deal substantially strengthens Sanlam Investments’ proposition in the fixed income space, and complements its well-established offering across equities and alternatives.
04/17/2020
Acquisitions boost London wealth management firm's income by nearly £10m
Not surprisingly, the rapid spread of COVID-19 and the unprecedented reaction of the global markets, has negatively impacted the value of our clients’ funds and consequently our second quarter total income.
04/17/2020
Be wary of MPAA if tapping into pension
The MPAA restricts subsequent pension contributions after withdrawal to just £4,000 a year.
04/16/2020
Deutsche Bank Wealth Management launches new strategic asset allocation ETF-based funds
The launch is in response to demand from clients for simple, cost-effective, long-term investment portfolios designed to address the challenges of unstable market cycles.