09/30/2020
Coutts launches new podcast series to shed light on the meaning and purpose of wealth
The six-part series opens with a conversation with Sir Richard Stilgoe – the legendary songwriter, musician, and philanthropist.
Wealth and Asset Management
09/30/2020
AFH Financial warns on performance amid slow recovery in wealth management business
The company said it expects full-year earnings before interest, taxes, depreciation, and amortization (EBITDA) to be 'slightly below its previous expectations.'
09/30/2020
Mirabaud Invests in French Gourmet Empire
Mirabaud is investing in the Monégasque chef's firm through its private equity vehicle, the wealth manager said in a statement on Wednesday.
09/30/2020
Schroders trust nears end of Woodford hangover
While some investments under performed, other bets paid off.
09/30/2020
EFG International Sells Swiss Retail Arm
The transaction will allow our retail clients to benefit from the dedicated services of BancaStato.
09/29/2020
Annual Financial Report - Close Brothers Group
The Annual Report will be sent to shareholders on or around 15 October 2020, together with the Notice of Annual General Meeting.
09/29/2020
Tiny Jupiter UK Growth to wind up after admitting it’s too big a challenge for Buxton
Today they jumped 3.6%, or 6.25p, to 180.8p - narrowing their 12% discount to net asset value - after the board stated it was minded to liquidate what was left of the company and return shareholders their cash.
09/29/2020
Family Office Sector Consolidates as Schroders Acquires Sandaire
Schroders obtained Sandaire, for an undisclosed sum, as part of the group’s efforts to grow its stake in the UK’s ultra-high net worth community.
09/29/2020
Ogier advises on acquisition of stake in Advisa Group
Ogier provided initial structuring advice and assisted with the implementation of the transaction, including the drafting and review of the principal transaction agreements.
09/29/2020
Time flies by Rathbones
There’s so much going on that it can seem like nothing in isolation makes any difference.
09/29/2020
A feeling in my bones, move like a rolling stone
Investors can write some insurance instead, since insuring the downside in stock markets is still invitingly priced by options markets.
09/29/2020
WeekWatch by St. James’s Place
The government’s goal is to reduce its spending on job support schemes while also limiting damage to jobs and the economy.
09/28/2020
HSBC struggles to escape as the dragon and the eagle bare claws
Though the list itself is yet to be published, speculation is mounting that HSBC, a big player in the dollar clearing market, could be on it.
09/28/2020
Slippage in September By Gary Dugan
The global economy and markets continue their correction from the strength seen earlier in the summer.
09/28/2020
Ocorian acquires Newgate Compliance
The deal, which was agreed on 22 September, is subject to regulatory approval.
09/28/2020
Whisky investment fund manager partners with InvestaX
Gaining exposure to such a regulated real asset investment is exceptionally rare, but InvestaX will work with Wave to make more accredited investors aware of the opportunity and risks.
09/28/2020
RBC takes £9m stake in Brooks Macdonald
According to stock market filings, RBC bought a 3.1% stake on 23 September when the stock was trading at an average price of £18.10.
09/25/2020
Investec expands MPS offering for advisers
Firm hopes it will be ‘attractive’ to existing IFA partners and intermediary companies
09/25/2020
Chancellor’s Winter Economy Plan
A raft of new measures aims to prevent huge job losses after the withdrawal of the furlough scheme
09/25/2020
Schroders plans £250m UK public/private trust less than a year after landing Woodford mandate
Schroder UK Public Private co-manager Tim Creed jumps on board for trust with similar investment universe