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Engagement, enablement and encouragement

Matthew Fleming on helping families prepare their next generation

Gibraltar-based clients of NatWest International report fraudulent transactions purporting to be made to UK delivery company Deliveroo

The transactions appear to have been made in sums of between £100 to £200.

Apex Group awarded “Best Evolutionized Financial Services Brand

Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”

How Brexit will affect cross-border wealth management advice

Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."

Swisscanto launches corporate hybrid bond fund

The strategy aims to invest in borrowers with high credit quality and a good ESG profile and to select the most attractive maturities, segments and currencies.

Jupiter outsources £80m Chinese equity contract

Jupiter has appointed Ping An of China Asset Management to run its Jupiter China Fund.

Swiss Banking Seeks «La Dolce Vita» in Italy

Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.

Quilter - Interim results

UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency

ABN Amro's 2Q net profit beats as economy recovers

We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.

New Lloyds CEO Has Wealth at Top of a Packed To-Do List

Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.

Client advised on acquisition by growing IFA

Legal advice to Avon Financial Advisers, based in Wiltshire, was provided by Dan Bisby and Alex Aitken in our corporate team.

Hampden & Co reports strong first half to 2021

The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.

Titan receives approval for Tavistock Wealth acquisition

Tavistock Asset Management will retain Titan as investment manager for the MPS.

Apex Group expands European fund marketing and distribution capabilities with acquisition

This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.

Crestbridge obtains fund administration licence

Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.

Perspective buys Wiltshire adviser in seventh deal this year

“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”

Schroders takes big Revolut stake in former Woodford fund

The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.

Wealth management group agrees terms for landmark Birmingham building

“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."

Hargreaves Lansdown shares slide after warning pandemic trading boom will not last

Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay

Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide

Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.

Wealth and Asset Management