01/06/2020
‘Major’ investment will not halt IFA firm’s acquisition spree
Since it was founded in 2008, the business has bought 35 advice companies
Wealth and Asset Management
01/03/2020
HSBC GAM plans ETF push in 2020
ETFs are still one of the fastest growing investment products in Europe and Asia, and we are seeing increased demand from our clients for ESG-focused ETFs" HSBC GAM has been offering passive strategies to its clients for nearly three decades and has
01/03/2020
Big beast Buffett is no longer king of the jungle
Buffett’s Berkshire Hathaway had just taken out the venerable ketchup maker with the help of trusted hunting partner 3G Capital and it had whetted his appetite for further big targets.
01/03/2020
2020 predictions for the wealth management industry
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
Investors pull £4bn from Schroders funds
In the 2017 calendar year the company had net inflows of more than £9bn
01/02/2020
Quilter completes £445m sale of assurance business
The proposal for the acquisition of ReAssure came after Swiss Re pulled June plans for its float on the London Stock Exchange and remained on the lookout to dispose of the business to better streamline its operations to continental Europe.
12/30/2019
Edinburgh boutique bank completes £30 million lending takeover
Hampden & Co says transfer of loan book from Smith & Williamson has attracted more business from wealth managers
12/29/2019
Bankers' pay surges at City's top boutique firms
Average pay at Rothschild was up 57pc to £316,000 for the year to December 2018.
12/27/2019
CISI eyes 40% jump in financial planner numbers
The CISI merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession, reporting "significant" growth in this area last year.
12/27/2019
ING cuts jobs at private banking arm, but growth ambitions are unchanged
All 16 private banking branches will remain open
12/23/2019
How Rich Families Plan to Get Even Richer
One of the main findings of the study is that family offices are very cautious about investments that conform to so-called ESG criteria.
12/23/2019
Mirabaud Asset Management wins large real estate advisory mandate
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
Global private equity group buys Wealth Manager
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/20/2019
Mattioli Woods acquires Glasgow wealth adviser
Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.
12/20/2019
Wealth manager buys Glasgow financial planner in £1.6m deal
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
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.
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.