12/18/2020
Schroders completes acquisition of multi-family office Sandaire
The deal, first announced in September, has achieved regulatory approval.
Wealth and Asset Management
12/18/2020
Schroders gets £75m minimum for first UK social impact trust
The trust offers investors a low real rate of return but the prospect of doing good with their money.
12/16/2020
Financial planner sets sights on £4bn AUM
The advice firm has also pledged to raise £4m for charity through The Equilibrium Foundation.
12/16/2020
Markets Slowed on Brexit Uncertainty
There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic. However, hopes also grew of an economic stimulus package being agreed in the near term.
12/16/2020
Covid-19 Philanthropy: Spotlight on Major Giving in 2020
The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.
12/16/2020
And Finally…?
A desire for a deal must exist with neither side wanting to be seen to walk away.
12/16/2020
IQ-EQ Roundtable Insights
Over a similar time period, as family wealth has grown, so too has the job of managing those assets.
12/16/2020
Our CEO Ruth Handcock talks customer service at Octopus Investments
To celebrate, Octopus Investments CEO Ruth Handcock, discusses what these awards mean to her and the company.
12/16/2020
Alternative Managers Put Faith in Jersey to Support Post-Brexit Fund Distribution
With the end of the transition phase looming, new figures continue to point towards Jersey playing an increasing role in enabling alternative fund managers to access EU investor capital post-Brexit.
12/16/2020
Are investors adjusting to the new normal?
Potential for recovery following Covid-19 and trends which have accelerated as a result of it give many reasons for optimism heading into 2021
12/16/2020
Barings Supports ICG in Buyout of BIMM
BIMM provides university-grade education courses in modern music, performing arts, and film making across campuses in the UK, Ireland, and Germany.
12/16/2020
Rothschild & Co buys Swiss private bank
The transaction is expected to complete in the first half of 2021, subject to regulatory approvals and other customary conditions.
12/16/2020
LGT acquires wealth management business of UBS Europe SE in Austria
The client relationships of UBS Europe SE in Austria, which consist of mainly high-net-worth and ultra-high-net-worth individuals residing in the country, will be assumed by LGT as part of the asset deal.
12/16/2020
AJ Bell wins the big prize at UK Platform Awards 2020
Murphy Wealth takes Leading adviser practice
12/15/2020
Franklin Templeton: 2021 Outlooks
Utilities are an infrastructure sector we feel bullish about for 2021 as it was hardly impacted by the pandemic due to its essential service nature, accommodative regulators, importance in leading the decarbonisation of economies and social importance as
12/15/2020
Five financial gifts for children at Christmas
A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.
12/15/2020
TwentyFour AM partners split £40m on pre-Covid profit spike
Accounts for the fixed-income focused asset manager posted on Companies House last week show annual operating profit rose by 22% to £39.8m.
12/15/2020
‘Value plus’, sustainability and a trust - Three funds for 2021
This is a theme we expect to continue going into 2021, but investors should be looking at funds for the long-term, rather than just a calendar year.
12/15/2020
Ocorian completes acquisition
The acquisition reflects our continued strategy to enhance our service offering
12/15/2020
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Vestrata is a unique platform backed by significant investment from industry insiders