04/26/2017
Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference
Whilst political change, particularly Brexit, continues to be a key issue
Wealth and Asset Management
04/26/2017
Schroders faces shareholder rebellion over executive pay
Fund company has failed to win support of two proxy advisers ahead of today’s AGM
04/25/2017
Inflows at St James’s Place jump almost 50%
Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.
04/25/2017
St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”
Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.
04/25/2017
Speirs & Jeffrey cuts small wealth clients as regulation bites
A helpline is available for those who wish to discuss the various options available to them.
04/25/2017
Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London
Will continue to run Asian Total Return fund
04/25/2017
UBS targets rich kids of Instagram with inheritance guide
UBS estimates that 65% of European billionaires have a family office
04/24/2017
Close Brothers to launch 2017 Family Business Road Trip
The Family Business Road Trip, now in its fourth year, will run for six weeks, bringing businesses together to share experience, to network and to address the challenges they face.
04/24/2017
Standard Life Aberdeen powerhouse eyes US market for expansion
Aberdeen’s chief executive Martin Gilbert has been clear for example, that we’d like to do better in the United States.
04/24/2017
Nordea ready for acquisitions in asset management
Nordea Asset management is ready to make new acquisitions in pursuit of the title as Europe's leading asset manager, says CEO Nils Bolmstrand to Financial Times.
04/24/2017
Uk Private Bank aims to double client base and loan book
The bank is currently exploring whether to accept new customers with between £1m and £3m in net wealth through offering a mixture of digital and face-to-face advice.
04/24/2017
It’s not a Close thing for Brothers
Awards were presented to those companies and brokers who have consistently offered the most competitive products
04/20/2017
Schroders agrees to buy Swiss private equity firm
The acquisition of Adveq accelerates the growth of Schroders’ private assets business and complements existing capabilities and expertise in the real estate and infrastructure finance sectors.
04/20/2017
Coutts announces sharpened focus on investment management
Peter Flavel, CEO of Coutts, said: “It’s a great time for Coutts. In 2016, we grew our investment AUM by £2bn, our investment performance sits at the top quartile over 1 and 3 years and our disciplined investment process and principles c
04/19/2017
Market Perspective - Rothschild Wealth Management
Some setback for markets still seems overdue: March’s brief dip does not qualify. Several potential geopolitical flashpoints outside the US and Europe could trigger one. The calendar itself is becoming less friendly.
04/18/2017
GAM touts tangible results of turnaround as activist fight hots up
Swiss asset manager posts a quarter of net inflows and says turnaround is on track but its activist opponent has picked up another supporter
04/18/2017
UK wealth manager opens South Africa office
Based in Johannesburg, the new office will be led by Paul Heber, who has extensive experience in wealth management in the region.
04/16/2017
Barclay Brothers Bid for Grosvenor House Hotel, Times Reports
The Times said Roy must raise 1.3 billion pounds in bail and has a deadline of Monday to deposit several hundred million pounds to the Indian regulator.
04/13/2017
My sadness at Duncan Lawrie winding down
The forthcoming closure means 39 full time members of staff in both the bank and the fiduciary services company are losing their jobs.
04/13/2017
Wealth managers come together to tackle the key issues affecting the industry
London to remain a competitive global wealth management hub