09/06/2018
JTC announces acquisition
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
Wealth and Asset Management
09/05/2018
More complex needs allow Guernsey’s fiduciary sector to shine
" This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.”
09/05/2018
Sanlam sells bond business to Man Group
Sanlam portfolio managers Craig Veysey and Francois Kotze will join Man GLG running the strategic bond strategy
09/05/2018
Investcorp buys 40% holding in Swiss private bank
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Wealth Management Firm Snaps Up Devon Counterpart
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
Mattioli Woods to open Edinburgh office as business booms
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Old Mutual Wealth Private Client Advisers rebrands as Quilter
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
European Wealth builds acquisition pipeline in major overhaul
While the two international divisions made up a very small part of European Wealth’s overall business
09/03/2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
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.
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