04/26/2019
Coutts and Adam & Co Q1 2019 Results
We continue to see the benefits from these changes
Wealth and Asset Management
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.
04/24/2019
Van Lanschot Kempen trading update: first quarter 2019
In January, Asset Management started marketing its Global Listed Infrastructure Fund and European Private Equity Fund.
04/24/2019
Crisis-stricken GAM faces shareholder revolt over pay
ISS and Pirc recommend a vote against the Swiss asset manager's remuneration report at its AGM
04/24/2019
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports
The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.
04/23/2019
Barclays Wealth selection head on travel, Buffett, and asking great questions
Improving people’s wealth and delivering good outcomes for clients, particularly when I can do that in an innovative way.
04/23/2019
Transaction in Own Shares
Following the transfer of these shares, the Company holds 716,695
04/18/2019
How to start a much-needed conversation about money this Easter by Penny Lovell
This research really got me thinking about how I would broach this potentially awkward conversation with my own family.