10/02/2018
Smith & Williamson merges with Irish rival
Deal is expected to increase turnover to more than €15m a year in the Republic
Wealth and Asset Management
10/02/2018
US Multifamily office opens London office
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Nicola Wealth Management launches Infrastructure and Renewable Resource Fund
Nicola Wealth Management has launched the Nicola Infrastructure and Renewable Resources Fund; a new fund with a mandate that includes investments that hold other ‘real assets’, such as a wider universe of global infrastructure (bridges, highwa
10/01/2018
KW Wealth makes first acquisition since rebrand
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
Private Banks: Where's the Loyalty?
And how do the banks perform in these areas?
10/01/2018
History-Making Deal for Acquisitive Listed Firm
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
World Investor Week
It is being held during the first week of October.
10/01/2018
Hawksford opens in London following acquisition of corporate services provider
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Brexit: What’s the Coutts investment view?
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Rebranded wealth manager swallows IFA firm
Combined group will have more than £2bn in AUA
09/30/2018
Automation For The Bank And For The Advisor by Objectway
This is a boon for every wealth management organization as of today
09/30/2018
The return of the Pied Piper... with a £100 million new tune...
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Meet the Manager: Rathbone Unit Trust Management head of fixed income Bryn Jones
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/27/2018
MPS Investment Committee: Gavin Rankin, Citi Private Bank
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
Peter Kraus has a $1tn idea to transform fund management
FN's sister publication Barron's takes an in-depth look at the former AllianceBernstein CEO's new venture
09/26/2018
Jes Staley Stakes Barclays’s Future on Investment Banking
But the CEO will have to persuade activist investors to come along for the ride.
09/26/2018
Newcastle event to inspire women into wealth management
Women in the North-East are being encouraged to get an insight into a career in wealth management.
09/26/2018
Brewin Dolphin opens Winchester wealth office
The move comes amid a concerted regional push by Brewin.
09/26/2018
Wealth Management Awards winners announced
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.