01/05/2021
Wealth management firm set for 2021 growth with new Gateshead HQ
The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.
Wealth and Asset Management
01/05/2021
Banque de Luxembourg consolidates AM units into €18bn arm
The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.
01/05/2021
Natixis to Sell H2O Stake to Investment Firm’s Management
“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am
01/04/2021
Diary of a Fund Manager - Mind the Gap
The seasonal tranquillity was disturbed by the need to pay attention to latest US stimulus package and Brexit.
01/04/2021
Eric Syz: ‘80% of active managers are index huggers’
Private banking chief on succession, searching for alpha and partying with Andy Warhol
12/31/2020
Tyneside wealth manager Seven Bridges fuels new growth with office move
The firm is also launching a recruitment drive after moving to new offices in Gateshead
12/31/2020
It's a happy New Year for AJ Bell's founder as he cashes in £17m of shares in the investment platform
Bell, a 54-year-old father of four, owes almost the entirety of his wealth to the company he founded and now leads.
12/30/2020
Banks fall on lack of clarity for financial services
‘Nerves remain over what deal will be struck in 2021 when it comes to financial services’
12/30/2020
Working for a Shrinking Asset Manager Is No Fun
The logic that compelled Standard Life and Aberdeen to merge is still persuasive.
12/30/2020
EM local bonds shine in a low-yield world
With developed market yields stuck at zero, EM local bonds look increasingly attractive, especially given these economies' strong fundamentals.
12/29/2020
Going Multi-Asset and Emulating the Funds Sector is the way Forward for 2021
This share, listed in London, should be a reasonably straightforward way to double your money in 2021.
12/29/2020
2021’s major investment risks – but why it could be a year of massive opportunity
It comes as investors around the world focus on rebalancing portfolios for 2021, after a year no-one expected.
12/29/2020
Life After London: Covid-Era Exodus Isn’t Just for the Wealthy
Property prices away from capital rise as London’s sink
12/29/2020
Global banks generate record $125bn fee haul in 2020
Capital markets businesses boosted by frenzy of share and debt sales during pandemic
12/28/2020
Covid led to huge London property exodus, says Hamptons
Londoners bought homes outside capital worth £27.6bn, largest amount spent since 2007, says lender
12/28/2020
UK's biggest financial firms have given boards near-80% pay rise since 2009
Shareholder advisers and high pay campaigners call for greater transparency on director fees
12/28/2020
Cantor Fitzgerald cheers 39% growth in revenues after Merrion Capital takeover
The group reported revenues of €34m, up from €25m in 2018.
12/27/2020
Holiday Inn launches 'Stay/Test/Go' package at Heathrow property
We recognise that people do want to and need to travel, but they must stay safe and protected.
12/24/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
Head 2 Head: Should mortgage brokers diversify into areas such as wealth management?
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.