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Wealth and Asset Management

04/29/2019

Brooks Macdonald launches Decumulation – a new approach to retirement planning

The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.

04/28/2019

The shock wave reaches the shore by Tim Price

The allure of Asia as an investment destination has not dimmed during the past half century.

04/28/2019

Jet-set private school chain Inspired Education appoints Rothschild to sell stake

It is understood the company’s underlying earnings are in excess of £115m.

04/26/2019

Norway wealth fund buys stakes in 7 logistics properties

Three of the buildings are located in Orange County, California, two are in Barcelona, one in Madrid and one in Tilburg, Norges Bank Investment Management said.

04/26/2019

Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures

Bank didn’t reveal it only evaluated funds that shared fees

04/26/2019

Deutsche Bank: Profit up on cost cuts, revenue off

Our continued cost discipline helped us to offset lower revenues and we are well on track to meet our 2019 cost target of 21.8 billion euros.

04/26/2019

Coutts and Adam & Co Q1 2019 Results

We continue to see the benefits from these changes

04/26/2019

Gresham House battery trust seeks £75m in second fund raising

The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.

04/26/2019

Director/PDMR Shareholding - Close Brothers

This information is provided by RNS

04/26/2019

corfinancial secures awards double with BITA Risk system

BITA Wealth Monitor was also awarded the ‘Best implementation of a technology solution’ award

04/25/2019

Netwealth: Wealth Advisor Creating New Niche

By the same logic, both fintech firm and challenger bank, fall short – advice, rather than technology, is what the business has been built around.

04/25/2019

PA Wealth Manager Awards 2019

Entries now open for the 2019 PA Wealth Manager Awards!

04/25/2019

Credit Suisse lifts profit with surprise equity trading gains

Wednesday’s results also included a forecast that Credit Suisse was cautiously optimistic about the second quarter.

04/25/2019

Wealth manager round-up

Brooks Macdonald grows AUM in Q1

04/25/2019

How Tilney is using advice to drive wealth growth

A former amateur GT racing driver joined Tilney last August

04/25/2019

Deutsche launches Institutional Wealth Partners Group to cater to wealthy clients

WP recently further expanded its Europe capabilities by hiring Zurich-based George Varoutsis, formerly in the UHNWI business at Credit Suisse, to help define IWP's client strategy.

04/25/2019

Coutts London Prime Property Index | Q1 2019

London luxury property prices rise slightly in the last quarter but sales hit a six-year low.

04/25/2019

Investec Private Bank to replace SVR on its fixed rate range

The bank currently offers two, three, four, five and 10-year fixed rate mortgage products

04/25/2019

The big calls 8 wealth managers have made this quarter

We recently asked wealth managers where they were finding the best opportunities in the second quarter of 2018.

04/25/2019

Butterfield Bank To Acquire ABN AMRO Limited

“The aggregate purchase price is approximately £161 million in cash [US$208 million], subject to certain purchase price adjustments.

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