03/13/2020
UBS Wealth cuts emerging market stocks bet
Emerging market stocks and currencies fell further on Thursday, with some Asian bourses hitting circuit breakers.
Wealth and Asset Management
03/13/2020
UK wealth manager Brooks Macdonald reports rise in profit
Brooks Macdonald CEO Caroline Connellan said: “I am delighted with the progress made during the first half."
03/13/2020
Quilter 'confident' about replatforming after learning from rivals
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
Wealth managers ask rich clients to stump up more against loans
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Fanning fear by Paul Donovan
Although China's domestic economy is recovering, the global situation challenges external demand.
03/11/2020
Quilter plc reports 3% growth in adjusted profit before tax to £182 million
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
Rothschild & Co: 2019 – Full year results release
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Mattioli Woods acquires Hurley Partners in £25.6m deal
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
Preserving Wealth: Putting structure in a virtual family office
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
03/10/2020
Asset managers failing to lead the way on responsible investment
No stand-out leaders in the space, research reveals
03/10/2020
Close profits down 8% as CEO search continues
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
Unexplained Wealth Order focuses on London mansion
UWOs are one of the UK's newest tools in the fight against suspected criminal money invested in property.
03/10/2020
Deutsche Bank joins forces with wealth management software firm
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/09/2020
‘Rogue’ St James’s Place adviser cost us £1.3m
A representative of SJP got savers to back an unregulated firm that later went bust. Ali Hussain reports
03/09/2020
Canaccord's David Esfandi Named as CEO of the Year
Leading UK Wealth Management companies and individuals working in the sector, presented with awards at The Guildhall in London by Natasha Kaplinsky.
03/09/2020
Harwood Wealth acquisition gets green light
This was an increase on the £32.7m of revenue reported for the previous year and followed a string of acquisitions in recent years.
03/09/2020
Harwood Wealth acquisition gets green light
Harwood shareholders will be entitled to receive 145p for each share, valuing the entire deal at £90.7m.
03/09/2020
Lombard Int'l assets reach €48bn as group hails 'record year'
As the Group continues to grow and evolve, I am pleased to welcome Stuart Parkinson, who will join us on 1 April 2020, as Group Chief Executive Officer.
03/08/2020
He's back... disgraced Neil Woodford plots £500m private fund - to buy back some of the unquoted biotech stocks that helped topple his empire
Woodford would manage the money privately for his new backers.