08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
Wealth and Asset Management
08/31/2021
Introduction to Profile Software and the firm's offering to the wealth management market
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
The key areas wealth managers are targeting
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/29/2021
Boutique fund managers fashion a tidy profit
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/27/2021
Mattioli Woods buys Buckinghamshire IFA for £1.8m
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/26/2021
Suntera announces acquisition
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
08/26/2021
Van Lanschot Kempen: strong net profit of €58.3 million
There is every reason to believe that we are well positioned for further growth in all our businesses.
08/26/2021
LGT achieves very strong net asset inflows and substantial business growth
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/26/2021
Lombard Odier Group reports results for first six months of 2021
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
08/26/2021
TEAM is building for success in wealth management
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
08/26/2021
Wealth management firm acquires South-West based advice firm
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
08/26/2021
Open Finance – A Wealth Management Silver Bullet?
But other demands could have an equally profound effect on wealth management.
08/26/2021
Ascot Lloyd 2020 full year results: Strong growth despite the impact of COVID-19
Strong growth despite the impact of COVID-19
08/26/2021
Sanlam to wind down adviser network
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
08/25/2021
Raiffeisen in Rude Health Amid C-Suite Crisis
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months
08/25/2021
SJP ordered to pay clients’ tax bill after suitability ruling
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
08/24/2021
Greg Morris has purchased Personal Capital Management
Austen Morris Associates International already has a presence in Mauritius, being the holders of a Global Business – Investment Advisor (Unrestricted) license.
08/24/2021
Diary of a Fund Manager - Fickle Friend
At ground level for investors are the companies we may choose to invest in.
08/24/2021
Waverton Multi-Asset Income Fund receives FE 5 Crown rating
They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.