04/13/2017
Wealth managers come together to tackle the key issues affecting the industry
London to remain a competitive global wealth management hub
Wealth and Asset Management
04/13/2017
Pub Club: Jamie Fletcher, Sarasin & Partners
‘It can be a difficult conversation, because we are in a context of value underperforming for about the last seven years, and it can be scary when something works so well!’
04/13/2017
Polar Capital reports increase in AUM
The boutique fund manager has bounced back after sluggish growth in the aftermath of the Brexit referendum with the former Miton-duo Georgina Hamilton and George Godber setting up a UK Value long only UCITS fund earlier this year.
04/12/2017
Embark swoops on Charles Stanley firm to create SIPP titan
The deal sees Embark pay £2m upfront for the firm, £1m after the first year and a further £1m once certain targets are met.
04/12/2017
PraxisIFM Group lists on The International Stock Exchange
The Guernsey-registered business, with assets under administration in excess of $40bn and revenues of more than £30m, has around 300 staff across 10 jurisdictions
04/12/2017
UK launch of first international specialist wealth management service for LGBT market
The Equality Wealth service was first launched and piloted in Hong Kong
04/12/2017
Wealth management needs a digital upgrade
People increasingly have to provide for their own retirement or save extortionate amounts to get on housing ladder.
04/12/2017
Boutique founder hits out at benchmark huggers
Fund managers need to follow their convictions and keep in line with the wants and needs of their clients.
04/12/2017
Hargreave Hale reports record FuM
Last year, the firm relocated its Blackpool headquarters to a new purpose built site, paving the way for expansion and a recruitment drive which has resulted in the appointment of more than 31 front and back office staff since the move.
04/11/2017
Chinese Group Buys European Wealth Manager
This transaction is a significant milestone for us and a strong endorsement for our business.
04/10/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
04/10/2017
DBS Sees Opportunity in Brexit
Singapore's largest bank thinks the recent Brexit vote by the U.K. could lead to more business links between Asia and Britain.
04/10/2017
Boston Multi Family Office shortlisted for two international awards
“Nobody can excel in this complex field alone and I am privileged to be surrounded by exceptional individuals with a real passion for the work they do.”
04/09/2017
Singapore's DBS to boost private banking in London
SE Asian bank sees post-Brexit opportunities after Indonesian outflow from home market
04/07/2017
UBS Germany: Waiting for Break Even
UBS Germany at the end of 2015 was very close to reaching the point of break even.
04/07/2017
What next for Succession as it prepares for a new era?
The question is where will Succession go from here, and who will be at the helm?
04/06/2017
The world’s rich will still flock to London
Given the parlous state of most European banks, they would be well advised to do so.
04/06/2017
Wealthy Thai buyers to raid London market
That trend will continue this year.
04/06/2017
Successful completion of Amundi's €1.4 billion rights offering in connection with its planned acquisition of Pioneer Investments
The completion of the acquisition is expected to take place by the end of the second quarter of 2017 in accordance with the projected acquisition timeline.
04/06/2017
Standard Chartered announces Private Banking Academy in partnership with Fitch Learning and INSEAD
Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.