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Wealth and Asset Management

07/14/2020

Stunning Irish island sells for over €5.5 million to super rich European

The 157-acre island is home to three sandy beaches populated by seals, farming pastures and extensive natural wildlife and has seven luxury properties across the island.

07/14/2020

Standard Chartered PB survey finds 'increased HNW investor interest' in sustainable investing

Investors from different regions, have differing views on which of the SDGs are of higher importance

07/14/2020

The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week

The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.

07/14/2020

Is the S&P500 Index Useful Anymore? - MAN Institute

This outperformance makes sense.

07/14/2020

Ex-BRI Wealth Management director sets up IFA firm

She was previously a private client manager at Killik & Co

07/13/2020

Woodford stages comeback with biotech role at wealth manager Juno

Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".

07/13/2020

Nucleus Wealth says 'remain cautious'

We still remain cautious, and although that has meant missing out on some of the subsequent market upswing

07/13/2020

Close Brothers Asset Management’s Mayfair office passes £1 billion

Mayfair’s £1bn milestone comes despite challenging market conditions brought about by Covid-19.

07/13/2020

Coutts Extends Services To Customers Through Post Office

Coutts’ customers are able to make deposits or pay in cheques at any of the Post Office’s 11,500 branches

07/13/2020

Pictet raises CHF 1.1bn for private equity fund of funds

Pictet created the Monte Rosa franchise in 2008 to offer private equity investments to a wide range of clients.

07/13/2020

Pictet partner declares bank’s support for Collardi

Collardi is the managing partner who is responsible for Asia, which is a key growth market for Pictet.

07/13/2020

Close Brothers Asset Management’s Mayfair office passes GBP1bn in AUM

We’re a growing business and one of our core beliefs is that clients deserve choice and convenience.

07/13/2020

4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution

Firms are now turning their attention to how they can retain some of the benefits of remote working, while also addressing the challenge of developing new client relationships.

07/10/2020

Pictet Alternative Advisors closes Monte Rosa V on USD1.164bn

Close to 20 per cent of the fund will be deployed in co-investments and secondary transactions. At the time of closing, the programme was 50 per cent committed already.

07/10/2020

Wealth firm director champions women with new planning firm

Bri Wealth Management financial planning director Hannah Edwards has set up Worcester-based Eva Capital Management.

07/10/2020

Peter Harrison: UK business needs a £30bn equity injection

The winning companies of tomorrow need help to survive today.

07/10/2020

Druces’ Private Client team wins prestigious Chambers Directory ranking

These accolades mark another milestone in the growth of the Private Client team at Druces

07/10/2020

Beating the odds: Adviser launches firm in two countries amid pandemic

Charlton Wealth Management

07/10/2020

Is a wealth tax on the cards for the UK?

As economic activity continues to pick up, an obvious question springs to mind: who will pick up the tab?

07/09/2020

ODDO BHF eyes merger with Landolt & Cie

The decision will affect nearly 12% of the firm’s assets, which is valued at €6.6bn.

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