09/13/2019
Two Acquisitions Completed by Wealth Management Giant
The two deals will bring a combined £215m of funds under management to AFH, raising its total above £5.6bn.
09/13/2019
Fairstone operates what it called “a unique model” that reverses the traditional buy and build approach.
09/12/2019
In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV
09/12/2019
“We’d like to apologise for any confusion caused.”
09/12/2019
Kingswood considered a number of fundraising options through institutional markets and investors
09/12/2019
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.
09/11/2019
Bad digital services risk driving future clients away
09/11/2019
Impact investments can be defined as investments focused not only on profit but also on the creation of tangible social and/or environmental benefit.
09/11/2019
As it looks to recruit a UK-based head of distribution and product
09/11/2019
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Most recently it has been the turn of so-called ‘family offices’ – advisory firms that manage the affairs of super-rich individuals and dynasties.
09/10/2019
The group says the trust is now seeking additional capital in order to “execute the next phase of investment opportunities.”
09/10/2019
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.
09/09/2019
Quilter Cheviot's Dubai office has successfully secured a Category 4 licence, having previously operated within the DIFC (Dubai International Financial Centre) as a representative office
09/09/2019
The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.
09/09/2019
The range of model portfolios will be rebalanced quarterly, with the flexibility to change the asset allocation at any time to ensure they are still aligned with the overall strategic asset allocation.
09/06/2019
Those with a £200,000+ income can qualify regardless of minimum investible assets
09/06/2019
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
09/06/2019
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business