04/15/2021
Charles Stanley says 'worst is behind us' as assets up 2% in Q4
Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.
Wealth and Asset Management
04/15/2021
Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
How to thrive and drive future growth
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
‘Customers preferred a small place’: running an international WM from a rural town
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.
04/15/2021
In case you missed it: UK fund manager interviews
A round-up of our recent interviews with our UK equity fund managers, where they have discussed some of the opportunities available to investors in UK businesses, as well as how recent events shape the outlook for the UK market.
04/15/2021
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.
04/15/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Canaccord Genuity Group enters Scottish wealth management industry
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
04/14/2021
English investment manager acquires Scottish rival
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
Sionic Shortlisted for Trio of WealthBriefing Awards
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Phoenix rising – specialist PR consultancy shortlisted as Finalist in WealthBriefing European Awards
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
04/13/2021
Dublin wealth manager Elkstone announces £20m student scheme at Belfast flashpoint
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
04/13/2021
BMO sells EMEA asset management business
Columbia Threadneedle is Ameriprise Financial's global asset management business, overseeing investments for individuals, advisors and wealth managers, as well as institutions.
04/13/2021
Mattioli Woods acquires advice firm for £7m
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
04/13/2021
Pictet Asset Services expands its activity to Monaco
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
04/13/2021
GAM Realigns Systematic Capabilities as Part of Ongoing Strategy
This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.
04/13/2021
Rathbones' launch of multi-asset ESG 'next logical step'
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
04/13/2021
Nucleus adds £300m assets in 'best-ever month' for inflows
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
04/13/2021
BNP Paribas brings dealmakers back to Switzerland
BNP Paribas lists the takeover of Syngenta by ChemChina, the sale of Bank Sarasin to Bank Jacob Safra (Switzerland), the defense and subsequent sale of Converium to SCOR and the sale of Swiss to Lufthansa.
04/12/2021
Guernsey promotes good governance in family offices with new guide
It also concerns the checks and balances of the way the office is operated, to ensure that previously established rules are being followed.