05/02/2018
How these wealth firms replaced their CEOs
Knight says that the process was facilitated by the fact that Macdonald, who led the business for 25 years since its founding in 1991, informed him of his decision to retire long before.
Wealth and Asset Management
05/01/2018
Standard Life Wealth eyes MPS platform migration
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
St. James's Place Academy adds 32 to its ranks
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
Ex-OMGI multi-asset team makes senior hires ahead of rebrand to Quilter Investors
Follows split from single-strategy business
05/01/2018
Why this boutique rejected purchased growth for partnership
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
WealthSelect Managed Portfolio Service Hits £5 Billion Milestone as it Marks Fourth Anniversary
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
BNP Paribas Wealth Management Honored with Three Major Awards
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Multrees wins two WealthBriefing European Awards
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/30/2018
Quilter cashflow up 14%
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
ERI Wins A Prestigious Award
WealthBriefing European Awards 2018
04/30/2018
Vistra Named ‘Best Administrator - Under $30bn Single Manager’
The judges were carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
04/30/2018
Liechtenstein bank assets jump following Vontobel acquisition
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/27/2018
Diamond-studded venue for an award-winning Asset Management portfolio
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
Are bonds losing their place in multi-asset funds?
This will both undercut the demand and boost the supply, majorly tipping the scales towards a downturn in prices.
04/27/2018
EFG International holds its Annual General Meeting and comments on business performance
EFG intends to repurchase shares from the market to fund its employee incentive plans.
04/27/2018
Coutts boosts operating profit in strong first quarter performance
Assets under management increased £2.5bn (14%) through a combination of business transfers (CIFL AuM portfolio in / CCD and Jersey booked balance out), and organic growth.
04/27/2018
StarCapital acquires Germany-based asset manager
The team comprises three investment specialists, all of whom will join StarCapital.
04/27/2018
New Wealth Management Report: Dare to be Different
The equity market correction and volatility spike in February 2018 may be an early indicator for the approaching end of the decade-long bull run in equity markets.
04/27/2018
More Family Office Look Offshore
Jersey is part of the free movement area in the British Isles, and is not part of the European Union.
04/27/2018
Swiss National Bank flummoxed by its soaring share price
Some have said buyers are using the shares as a substitute for ultra low-yielding bonds