05/14/2018
Multrees at the PAM Annual Front Office Dinner
The important thing for wealth managers “is balancing clients’ digital expectations and the need for human collaboration.
Wealth and Asset Management
05/14/2018
Phoenix Financial PR shortlisted as Communications & PR Agency of the Year
2018 is shaping up to be an excellent year, and we are delighted to be shortlisted once more in these prestigious and much sought after Awards.
05/14/2018
Murphy Wealth targets graduates for next phase of growth
“One of the biggest challenges in our industry is getting talent in,” Mr Murphy said.
05/14/2018
Peter Hargreaves rockets up 2018 Rich List, as he shoots for stars
The paper also revealed how Hargreaves has joined the likes of fellow billionaire Elon Musk by investing in a space project.
05/14/2018
Wealth managers expect ESG strategies to flourish
Two thirds of professional investors expect to allocate more money to ESG strategies in the next three years, Royal London Asset Management has found.
05/14/2018
Metzler lining up dedicated vehicle for German ‘defined ambition’ funds
Many people have placed their hopes in you
05/11/2018
Italy's Mediobanca beats forecasts with Q3 net profit
Revenues grew 8 percent to a record 630 million euros.
05/11/2018
Arbuthnot hails good start to year as customer loans and deposits rise
Overall the Group has continued to grow and despite seeing increased competition in the private banking lending market, we expect to make further progress during the rest of the year.”
05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation
05/10/2018
Opportunities promoted at busy conferences in London
That was why more families were considering a shift to offshore jurisdictions like Jersey
05/10/2018
Rathbones suffers higher outflows and fall in funds under management
The company was hit with slower annualised of growth as well as higher than usual outflows.
05/10/2018
Profile: how this Swiss bank has doubled UK business since 2016
It has been two years since MacIntyre joined the firm and the UK business has grown to manage £9.9 billion in assets.
05/10/2018
Wealth veteran returns with boutique
At the heart of this new business is a wealth manager with a professional investment management offering and financial planning arm.
05/09/2018
Reyl group reports nearly 20% AUM growth in 2017
Reyl Group is currently looking to strengthen the ties between its branches worldwide and its business lines.
05/09/2018
Schroders launches first fund investing purely in onshore China
Through our investment lens, we are able to identify exciting opportunities in the dynamic mid to small cap space
05/09/2018
How these firms are prepping for the Senior Managers Regime
‘The decision to begin work on this now, well ahead of the Senior Managers Regime, was really because it is a quite sensible way to structure a company.
05/08/2018
UBS Wealth Management sets up London-based high-net-worth team
This resource commitment is bearing fruit and we take tremendous pride in achieving growth milestones like we have today.
05/07/2018
Family offices join institutions in a €3.5 billion renewable energy fund from Copenhagen Infrastructure Partners
The returns follow a j-curve and the fund starts to develop a positive return in around 6-8 quarters.
05/07/2018
UK’s oldest bank taps 32-year-old as new partner
C Hoare & Co looks to inject ‘millennial thinking’ into venerable institution
05/04/2018
Cantor Fitzgerald Ireland to snap up competitor
The deal, whose financial terms were not disclosed, is subject to regulatory approval.