07/28/2021
Barclays H1 2021 Results
Barclays has announced its H1 2021 Results at 7am UK time on 28th July.
Wealth and Asset Management
07/28/2021
Inflection Point Intelligence launches Henley Family Office Program
The new family office executive training program builds on IPI’s successful Henley Executive Hedge Fund Programme in collaboration with Henley Business School, which has become a globally recognised training and education resource for professionals
07/28/2021
Perspective buys four IFAs to reach £3.6bn AUM
“We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial resources"
07/28/2021
Deutsche Bank reports profit before tax of € 1.2 billion in the second quarter of 2021
The cost/income ratio was 80%, down from 85% in the prior year quarter.
07/28/2021
Fortunis Capital to invest in leading UK wealth management firms
The new drive is a completely separate strand of the business from the Fortunis venture capital investments.
07/27/2021
Schroders Capital surpasses €330 million for its fifth European infrastructure senior debt fund
Fund V, which is managed by Schroders Capital’s specialist infrastructure team, aims to invest in European investment grade senior debt opportunities.
07/27/2021
Diary of a Fund Manager - Silk Road
Those who forecast a permanent return to rising prices, the normal state of affairs in the ‘west’, were left high and dry. If anything we have become more Japanese in recent decades.
07/27/2021
Credit Suisse backed FundsDLT to go live with Azimut Investments
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/26/2021
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/26/2021
The tax breaks that are making electric cars cheaper than petrol
If you pay through your job you can get at least 30% off a greener model
07/26/2021
Two more acquisition deals sees Fairstone expand into Yorkshire and Scotland
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
Gary Walker Wealth Management in Dons deal
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
Goldman Sachs Asset Management and DWS mulling offers for NN Investment Partners - reports
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
7IM provides investors liquidity through partial merger of suspended funds
DRUM Income REIT uncovered as illiquid
07/26/2021
Raymond James opens Cheltenham branch
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
07/26/2021
Bank of England’s ‘Britcoin’ will drive the price of Bitcoin higher
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Rothschild & Co launches Wealth Management business in Madrid, Spain
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
Mediobanca reaches for low-hanging wealth fruit
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
07/23/2021
Brewin Dolphin: Quarterly Trading Update
Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track
07/23/2021
JTC Employee Shared Ownership Programme Awards £20M To GLobal Workforce
The business listed on the London Stock Exchange in 2018 and current employees own around a fifth of the issued share capital.