07/16/2021
Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT
Wealth management is a long-term portfolio theme for FGT
Wealth and Asset Management
07/15/2021
GAM Almost Out of the Red
The company may have benefited from an extraordinarily good environment for the asset management business.
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
Brooks Macdonald's 4Q Funds Under Management Hit Record
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.
07/15/2021
Gresham House assets grow steadily as ESG appetite endures
Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025
07/15/2021
W.H. Ireland Swung to Pretax Profit for FY 2021
The profit was driven by strong performance from its capital-markets division
07/15/2021
Top 4 WealthTech companies transforming the European market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
07/14/2021
Liontrust AUM up 8.5% as net flows reach £1bn
The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.
07/14/2021
Quilter Financial Advisers announces new corporate partnership
The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.
07/14/2021
SJP to overhaul funds with eight fresh managers
SJP will also look to improve its Alternative Assets fund and Japan fund that were placed on watch this year.
07/13/2021
Apex Group secures corporate ratings from Moody’s and S&P Global
The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent
07/13/2021
Buy the Inflation Dips
Lower US 10 year yields due to technicals – inflation still alive
07/13/2021
Dolfin Financial clients transfer to Britannia
Administrators have agreed terms for the transfer of 280 clients to full-service broker Britannia.
07/13/2021
Canaccord Genuity WM removes VAT from MPS range
Follows HMRC ruling change
07/13/2021
IQ-EQ trio named in the Channel Islands 2021 eprivateclient 35 under 35
The eprivateclient Top 35 under 35 list aims to identify, recognise and promote the rising talent of the private wealth industry across The Channel Islands.
07/13/2021
SJP places two funds on performance watchlist
“We will continue to monitor all our funds and are committed to enhancing them if we believe it will improve long-term investment outcomes for our clients," SJP added.
07/12/2021
Charles Stanley Says Funds Under Management, Administration Rose in 1Q
The company said its three divisions posted revenue increases, with financial planning and the newly-created central financial services divisions growing at double digits.
07/12/2021
Banks and asset managers in ESG hiring spree as investor demand grows
Number of senior ESG roles in financial services jumps 50% in a year
07/12/2021
Reyl heads: 'we expect more volatility in coming quarters'
‘We expect earnings per share (EPS) growth to be ca. 40% in the US and 50% in Europe this year.'
07/12/2021
From 2bn to 10bn: Pictet + rated ESG PM talks liquidity, valuations and semiconductors
Micheli says inflows were coming not just from retail and wholesale clients but also from institutions that have increasingly been looking for greener investments.