02/10/2020
Chase de Vere called out for lavish adviser incentives
The Chase de Vere whistleblower told The Times the whole event centred around money
Wealth and Asset Management
02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/09/2020
Rothschild receives award for best HNW Team
This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”
02/07/2020
Sionic shortlisted in prestigious awards
This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.
02/07/2020
Mediobanca profits up on consumer business, wealth management
Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.
02/06/2020
BNP Paribas wealth and asset management revenue continues to grow
The way the Group operates has changed, being more efficient and digital for our clients and employees.
02/06/2020
Reshaping wealth management - Five big trends for 2020
Transparency might be seen as an industry reaction to the global financial crisis.
02/06/2020
Credit Suisse Power Balance Shifts as Investors Back Thiam
The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.
02/06/2020
Private Banking and Wealth Management Survey 2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.
02/05/2020
Consolidator attracts new investor
AFH is listed on the Alternative Stock Market (AIM) and since joining that market in 2014, has acquired 50 advice firms.
02/04/2020
Mattioli Woods Reports Another Year of Strong Growth
Revenue up 3.8% to £30.3m (1H19: £29.2m)
02/04/2020
Top-slicing vital for HNW buy-to-let clients – Investec
Average rents across the UK rose by 3.5 per cent to £953 in the 12 months to December 2019, according to the HomeLet Rental Index.
02/03/2020
Exclusive: Multi-boutique platform to acquire Syz AM Luxembourg
The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.
02/03/2020
The Quilter Cheviot Global Income & Growth Fund for Charities launches
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Julius Baer presents updated strategy and mid-term targets
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
Real estate investment strategies for family offices
It is estimated that there are about 5,300 single-family offices, of which three-quarters are in North America and Europe.
02/03/2020
St James’s Place to overhaul pay and perks
Wealth manager plans to axe benefits such as cruises after criticism over incentives
02/03/2020
HFMC Wealth adds £130m assets with adviser buyout
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
The 20 best paid back room jobs in wealth and fund management
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.