09/07/2020
SMP Group Rebrands To Suntera Global
The new name reflects the culture of commercial balance that has driven these achievements.
Wealth and Asset Management
09/07/2020
Aegon Asset Management completes brand refresh
By combining its regional investment teams into these global platforms, it allows Aegon AM to bring the breadth and depth of its global investment research
09/07/2020
Five reasons to invest in China: LOIM equities head
Rabattu said that eight of the world’s 20 largest internet companies are based in the country, compared with 12 in the US.
09/07/2020
Credit Suisse launches ocean engagement fund with Rockefeller AM
The two firms will leverage the Ocean Foundation's expertise to identify key themes that help preventing destruction of the ocean.
09/07/2020
The Great Disconnect
Effectively, markets now stand assured that Fed will hold off hikes even if inflation spikes beyond 2% temporarily and hence, rates will stay lower for longer (consensus is until 2023).
09/07/2020
New UK wealth firm targets US expats
As it poaches Quilter Cheviot fund analyst to become head of research
09/06/2020
Wealth management gets digital intervention
But best option for the future will be to mix it up with human element
09/04/2020
SJP wins 2020 Financial Adviser Diversity in Finance Award
'Championing LGBTQ Inclusion' award recognises companies who have taken significant strides to promote the equal treatment and inclusion of LGBTQ people at all levels of the workplace
09/04/2020
Beaufort Investment parent acquired by consolidator
Former Openwork boss Mary-Anne McIntyre leads the new national advice group
09/04/2020
Why Succession Planning in a Pandemic is a Once in a Generation Opportunity toTransfer Wealth
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/04/2020
BNP Paribas Swings to Hefty Swiss Loss
The Swiss bank's revenue slid 28 percent to 18.7 million francs, while it was only able to slash spending by a modest seven percent in response.
09/04/2020
The Pandemic and Pay: A Hot Investor Topic
In their latest quarterly report, Amy Wilson, their sector lead for retail, writes: “Companies that lay off workers after taking government hand-outs are being closely scrutinised by investors and the public."
09/04/2020
Wealth manager targets small advisers with £10m warchest
“Many consolidators just buy to build up assets under management with little regard for cultural fit.”
09/03/2020
Billionaire Family Pledges $125 Million Stake in Office Firm
Family has already pledged more than a third of AB InBev stake
09/03/2020
Charles Stanley veteran launches wealth business
WH Ireland’s former Milton Keynes office head and Charles Stanley veteran Paul Wilson is launching a new branch for Raymond James in Buckinghamshire.
09/03/2020
Quilter Int'l launches product for British expats in France
The product is aimed at the English-speaking expat market in France.
09/02/2020
Financial turmoil gives investors good opportunity to challenge advisers’ fees
Top wealth managers have been quick to declare that the Covid-19 pandemic has highlighted their strengths
09/02/2020
Mattioli Woods sees profits jump after swift Covid action
Revenue growth was also helped by the Broughtons and Ssas Solutions businesses acquired in the prior year, plus £200,000 of revenues from Turris following its acquisition in December 2019.
09/02/2020
LOIM launches China High Conviction fund with two AAA-rated PMs
The new strategy’s team also manage the Asia High Conviction fund.
09/02/2020
Pictet breaks new ground in Shanghai and NYC despite flat profits
AUM dropped to CHF 559bn.