12/20/2019
Kingswood continues US expansion with second strategic acquisition
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
Wealth and Asset Management
12/19/2019
IQ-EQ shortlisted across three categories in Citywealth Magic Circle Awards
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
12/19/2019
Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
Tikehau Capital partners with Intesa Sanpaolo's Fideuram to offer private market solutions to HNWI
So far, the Fund has been subscribed to by almost 3,000 clients of Fideuram - Intesa Sanpaolo Private banking networks.
12/19/2019
Is investment management too much of a risk for IFAs?
Today, many managed portfolio services have large teams of researchers monitoring funds and providing support to their investment managers – as a firm, we have more than 50.
12/18/2019
Mirabaud AM announces the merger of two global convertible bonds funds
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
Northern Trust selected by Nordic investment manager
Northern Trust will provide global custody, fund administration, transfer agency, depositary, and company secretarial services for the Storebrand funds in Luxembourg.
12/18/2019
Netwealth losses rise 24% as it ploughs cash into hire spree
Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.
12/18/2019
The Wealth Management Firm of 2025 will boost front office productivity
The majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
Asset Manager buys London
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
The future of living in 2030
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Wealth Management: Market Perspective – Keeping an open mind | Modern monetary theory | US elections and portfolios – Foreword
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Fairstone swallows North East IFA firm Chilli
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
12/16/2019
Julius Baer to Wield Axe
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.
12/16/2019
SJP defends charging structure to clients
St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.
12/16/2019
Santander launches premium-priced MPS for private banking clients
Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%
12/14/2019
Quilter rejects vast majority of adviser deals
The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.
12/13/2019
Why wealth managers leave big firms
While the industry is consolidating, more than 18 senior fund and wealth managers left big firms to go it alone in 2019.
12/13/2019
Gloucestershire wealth management specialists purchases Scottish financial advice firm
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs
12/12/2019
Wealth-X Expands Global Dataset Across Europe
Global Leader in Wealth Intelligence Adds 130,000 Additional European Records