07/03/2020
Asset Management Europe - Rothschild & Co
Monetary policies have also played a major role in the improvement of investors’ sentiment as swift
Wealth and Asset Management
07/03/2020
Consolidator to launch adviser academy in 2021
Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions
07/03/2020
Brown Shipley sells employee benefits arm
The private bank has disposed of the employee benefits division of NW Brown, the £1bn Cambridge-based wealth manager it acquired last year.
07/02/2020
Queens bank Coutts joins Bounce Back Loan Scheme to help those affected by Covid-19
The Bank continues to review applications from a wide range of lender types
07/02/2020
JTC Wins Mandate for New Brooks MacDonald International Funds Business
The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).
07/02/2020
The price of everything, the value of nothing by Rathbones
Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.
07/01/2020
EFG International concludes share buyback programme
The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.
07/01/2020
Schroders’ Group CEO and senior leaders named in LGBT Great’s Global Top 100 Executive Allies
Schroders’ inclusion is a tribute to all our efforts promoting inclusivity within the organisation, as well as our determination to become an employer of choice within the industry for LGBTQ+ individuals.
07/01/2020
Consolidator gains £70m Aum in tenth acquisition
Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.
07/01/2020
JTC Completes Acquisition of Sanne Private Client Business
The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.
07/01/2020
Liontrust to acquire Architas UK investment business
The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.
07/01/2020
Schroders to acquire majority stake in US$1.1 billion Asian real estate investment manager
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
06/30/2020
EFG International comments on business performance and announces changes to its Executive Committee
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter/Merian deal to complete this week
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Truinvest makes double acquisition
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
Bordier & Cie to restructure and launch supervisory board
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
The new normal for the private wealth sector
Wealth structuring and intergenerational planning is only going to become more complex’
06/29/2020
Lloyds to push further into wealth management and insurance
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
Ravenscroft to acquire Wealth manager's Isle of Man business
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Pausing For Breath
Economic data has generally been better than market expectations.