10/09/2019
GAM denies takeover rumours
GAM said its board is open to assessing all options that would maximise value for shareholders.
Wealth and Asset Management
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.
10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
10/08/2019
Wealth firm Saranac racks up £45m loss since 2016 launch
The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.
10/07/2019
Future of Wealth Management
A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.
10/07/2019
Wealth Transfer for the next generation in Monaco
It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Unigestion and Allianz Bank partner to offer multi-asset fund in Italy
Allianz will offer the strategy via their internal fund, X-team Unigestion Navigator, on the Unit Linked Challenge Pro platform.
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.
10/07/2019
The Fiducia Group launches new Corporate Finance division
Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/06/2019
Spooky by Tim Price
Autumn naturally lends itself to a mixture of retrospection and introspection.
10/06/2019
Quarterly Update: Central Bank Support Soothes Political Pain
Resilient economic growth and supportive central banks outweighed the impact of a series of political shocks in the third quarter of 2019
10/04/2019
Swiss banks benefit as rich Britons line up escape route from Brexit chaos
This trend had clearly intensified in recent weeks, a source at a large Swiss bank said.
10/04/2019
Profile: ‘Private banking’s image is set by large, inflexible institutions’
As a business, Arbuthnot Latham is diverse and collaborative, using technology to help sometimes ‘wilful’ clients envisage their financial future
10/03/2019
Creating the future… with a little bit of help from Weatherbys
In other words, if we make change something we enjoy doing, we’re likely to do a lot more of it, he said championing ‘bottom-up diverse collaboration’, the best current example of which might well be the Extinction Rebellion protests.
10/03/2019
Bristol Private Office Services to Partner with Asset Managers
We find many families where their focus has been on building a business and working hard, who then need support on how to manage their wealth.