10/14/2019
Introducing Frédéric Drouin, UHNW Business Club member
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
Wealth and Asset Management
10/14/2019
Brexit uncertainty pushing HNWIs to Jersey
Economic Development minister Lyndon Farnham told the newspaper that he felt the spike in inquiries was, in part, due to uncertainty caused by Brexit.
10/13/2019
Did the Fed just restart quantitative easing?
Another round of formal trade discussions between the US and China kicked off this week
10/13/2019
Why family funds make for sound wealth management structures
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
10/11/2019
‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices
Bringing together PERE houses and family offices
10/11/2019
Could CEO exit trigger Close Brothers break-up?
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
Group says outlook "mixed" as funds fall in third quarter
Trading statement for the quarter ended 30 September 2019
10/10/2019
Wealth manager buys London adviser
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
Hargreaves Lansdown Makes Solid Start Amid Growth In Assets
Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
Corporate governance: the longest play of all?
Essentially it is that companies are analysed more extensively than ever before on their corporate governance.
10/10/2019
Wealth firm eyes clients shaken by ‘rock-star’ manager failings
It has attracted more than £1bn of assets under management since launch four months ago
10/09/2019
Handelsbanken: High on risk, low on ammo
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
GAM denies takeover rumours
GAM said its board is open to assessing all options that would maximise value for shareholders.
10/09/2019
Global Market Insights by WHIreland
It would now seem as though they are in ‘pause mode’ and that the members are becoming divided over the next direction of action.
10/09/2019
Liontrust assets up 15% as inflows soar
The net inflows have been achieved at a time of uncertainty for retail investors in the UK.
10/08/2019
BMO Gam upsizes low-cost range to rival 7IM and AJ Bell
Paul Niven’s range has amassed £300m since launch two years ago
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.