12/12/2019
St James’s Place plans HK growth
The UK wealth manager aims to expand its share of the territory’s mass-affluent market to 15% in the next five years, according to its Hong Kong head.
Wealth and Asset Management
12/11/2019
Oak CEO included in 2020 eprivateclient 50 Most Influential list
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/11/2019
SJP acquires advice partner
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.
12/10/2019
World's Best Private Banks 2020: The Tough Get Going
While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.
12/10/2019
DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
Merian hit by £670m outflows a month ahead of restructure
The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.
12/10/2019
Addidi Wealth snapped up by national adviser
It has about 150 employees, including 27 financial planners and 12 paraplanners, of whom at least half are women, with a female quota at senior management level of around 40 per cent.
12/10/2019
Deutsche Bank says hitting profitability target has become more ambitious
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
12/10/2019
Global asset allocation team arrives at Merian Global Investors
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.
12/09/2019
Wealth, power and impossible children: the 250-year-old scandal that gripped Scotland
Yet 250 years ago this year, their powerful foundations would be rocked by scandalous allegations that gripped the nation and placed them at loggerheads with another of Scotland’s richest and most powerful families, the Hamiltons.
12/09/2019
Former Quilter Cheviot CEO joins IFA
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.
12/06/2019
Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year
Citi Private Bank releases its investment themes for 2020
12/06/2019
Why you don’t always get what you pay for with wealth managers
Cheap index trackers are increasingly part of portfolios
12/06/2019
Sanlam partners with the Crafts Council in 2020 to support the Collect Art Fair
The Crafts Council is the country's foremost authority on contemporary craft in all its forms.
12/06/2019
Trust in active management is easier when you ask the right questions by William Low
“Measure what you value—so long as you don’t value just what you measure”.
12/06/2019
Happy Christmas For Markets? by Coutts
Stock markets sparkle, the economy lights up and central banks show good will. But could the ghosts of political risk, past, present and future still pay markets a visit?
12/05/2019
Schroders plans to eliminate hundreds of jobs to reduce costs
The cuts will affect about 5% of the company's workforce, or at least 200 jobs, one of the people said.
12/05/2019
UK asset manager to restructure, cut jobs
Consulting with staff; no detail on total job cuts
12/05/2019
Schroders ImmoPLUS to acquire two real estate investments
In order to finance the acquisitions, the Fund is considering a capital increase and, as a result, is bringing forward the distribution for the 2018/2019 financial year.