09/03/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
Wealth and Asset Management
09/03/2018
ZEDRA completes acquisition of Quaestum Group in Malta
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Award winning asset manager partners with adviser association
Feifa strikes deal with Guinness Asset Management
08/31/2018
GAM tumbles 11% as Credit Suisse questions viability
A GAM spokesperson declined to comment.
08/31/2018
SJP dominates advice sales as Brewin aims to close gap
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
Edmond de Rothschild Profit Jumps
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Rathbones completes £104m Speirs & Jeffrey buy
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.
08/31/2018
Old Mutual delivers strong debut results after split
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/31/2018
Swiss family office snaps up £2bn British schools giant Cognita
The Swiss family office will become one of the UK's biggest school-owners following its takeover of Cognita, Sky News learns.
08/31/2018
Hargreaves Lansdown boss pockets £2.5m pay packet
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report
08/30/2018
Failed Saunderson House sale still affecting IFG
Although revenue and profit increased, IFG is still dealing with a series of legacy issues
08/30/2018
Half of HNW investors 'unaware' of venture capital trusts
The number one reason people did not currently invest in the products was a lack of knowledge, it emerged.
08/30/2018
Unbowed by Brexit, Swiss Bank Seeks Clients in ‘Red Hot’ North
Julius Baer staffs up to poach clients in Leeds, Manchester
08/30/2018
For family’s sake – get your affairs in order - Coutts
Make sure your wealth keeps working for your family after you’ve passed away.
08/30/2018
Walker Crips' Newbury office attracts £93m in first year
The firm’s clients in the area include entrepreneurial families, City professionals, lawyers, accountants and retirees.
08/30/2018
Lombard Odier Group reports results for first six months of 2018
Operating income up 10% with net profit up 16%
08/29/2018
Société Générale Private Bank: Critical mass in its core locations
“In 2012, we reached the conclusion that the world of private banking was changing,” Mazaud explains.
08/29/2018
Pictet launches fund to develop 'smart city' technologies
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
PIMFA launches data sharing platform to combat financial crime
The launch comes after new UK legislation in the Criminal Finances Act 2017 designed to protect regulated entities when they share information on money laundering suspicions.
08/29/2018
Walker Crips exits equities as risks rise
He has the same weighting to US and Emerging Market equities as does the market as a whole. The biggest area he has been reducing exposure to was European equities.