07/03/2019
Kingswood bosses take majority stake in wealth manager
The company said it had agreed "non-binding heads of terms" for a potential equity investment, with the investor set to become a shareholder in the business as part of the deal.
Wealth and Asset Management
07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.
07/02/2019
SMP Group secures major Jersey acquisition
David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.
07/02/2019
Guernsey well-placed to service uptick in private capital structuring
Market-volatility will likely be lucrative for some, but for private investors looking for somewhere else to put their money besides the bank, private assets can be a key part of their portfolio's construction.
07/02/2019
Deutsche targets 300 investment and relationship wealth managers
The bank is focusing on more 'stable' revenue streams according to Reuters, with up to 20,000 jobs to be cut elsewhere.
07/01/2019
Nutmeg keeps crowdfunding investors in the dark
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
Italy woos wealthy global investors with resident scheme
Italy’s mainstream residential property market has been caught in multi-year downdraft, having shed about 40 per cent in value from 2007 to 2013
07/01/2019
Get Inspired With Our 2019 Summer Reading List
Are you sitting comfortably? Here’s our annual pick of the best books to read over the coming months.
07/01/2019
Intrinsic rebrands as Quilter Financial Planning
The multi-asset arm of Old Mutual Global Investors has already become Quilter Investors - with the rest bought out to become Merian Global Investors - while the platform will rebrand to Quilter Wealth Solutions next year.
07/01/2019
Top of the Week - Items on this Week’s News Agenda
Spokesperson: Dan Smith, Investment Manager, Canaccord Genuity Wealth Management
07/01/2019
Equiom shortlisted by STEP for Trust Company of the Year
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
Intrinsic rebrands as Quilter Financial Planning
According to Quilter, the rebranding of Intrinsic replaces the Caerus network brand.
07/01/2019
Cautious Optimism in Asset Management Despite Political Turbulence - CBI/PwC
The survey also found that businesses within the sector are now turning their focus to cutting costs and reducing fixed overheads.
07/01/2019
Vontobel AM loses sustainable real estate arm in buy-out
The division is primarily focused on the firm's sustainable real estate range
07/01/2019
Wealth managers and their #MeToo moment
Florence BrocklesbyFor the wealth management and private banking industries, the news on #MeToo is clear: it’s going to be increasingly front of mind and in the papers over coming months as cases rumble on, more historic issues emerge, and the FCA d
06/28/2019
Novia Global platform adds EQ positive impact portfolios
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Big data crucial to serve mass affluents cheaply
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.
06/27/2019
UBS GWM brings pair of private market funds to Italy
The Fund aims at reaching an initial target of $250m.
06/27/2019
Inheritance in the 21st century
Overwhelmingly, those under 25 voted to remain within the open borders of the European Union. Nearly 5 million Britons now live overseas.