12/09/2020
Private funds shaping the future of the planet
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
Wealth and Asset Management
12/09/2020
DMS Group Acquires Luxembourg Structured Finance Firm
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/09/2020
Outlook for investment trusts in 2021
Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.
12/09/2020
Fairstone acquires South West wealth manager
Total funds under management for the group are now over £1.3bn.
12/08/2020
Sanne acquires leading Scandinavian private equity fund administrator
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Why Pure Single Family Office Could Become Ultra-Exclusive
Sandaire is a top-quality family office and will clearly enhance Schroders’ abilities in this important growth area.
12/08/2020
All St James's Place fund managers have now signed up to UN PRI
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Let’s do this
Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.
12/08/2020
Jersey announces establishment of 400th foundation
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
1825 client director talks adviser targets and fairer fees
Research last month showed that around a third of adviser pay is still based on bonuses, and the likes of St James’s Place and Chase de Vere have been frequently criticsed over lavish reward packages for top performers.
12/08/2020
UK wealth manager expands partnership with Canada Life
To offer the insurer’s retirement account as a core pension solution to clients
12/08/2020
CREALOGIX Insights January 2021 edition: Digital Banking & Wealth
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Invesco launches the first Euro Hybrids UCITS ETF
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/06/2020
Schroders rolls out sharia-compliant fund in first quant team launch
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
St. James’s Place opens new office
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
Schroders joins the global Valuable 500 Initiative
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
12/04/2020
Union Bancaire Privée holds first close of UBP Private Debt Fund III
The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.
12/04/2020
Arete launches Northern multi-family investment office
A new multi-family investment office, Arete, has launched in the North West of England.