11/28/2017
SYZ Asset Management awarded Best Fund Manager at the Citywire Spain Awards
SYZ received the “Best Fund Group 2017” award on account of strong and consistent performance of its OYSTER Japan Opportunities Fund.
Wealth and Asset Management
11/27/2017
Adjusting strategies to cope with changes in the wealth management sector
Global wealth ownership has undergone a number of changes driven by changing demographics, which in turn have impacted on customer behaviour.
11/27/2017
Asian Wealth Pulls Barclays Back
Now in a report from the Financial Times (paywall) it seems the British bank is set to return to the worlds fastest growing wealth market.
11/27/2017
Julius Baer CEO Quits in Surprise Departure, Joins Rival
During his tenure, Julius Baer further expanded its global presence and asset base through successful acquisitions and organic growth. Boris F.J. Collardi is leaving Julius Baer with immediate effect. He will join the privately owned Pictet Group in Genev
11/27/2017
European shares start week on weaker note; Julius Baer tumbles
Its decline, along with weakness in the heavyweight financials and materials sectors, helped drag the pan-European STOXX 600 index down 0.3 percent by 0807 GMT.
11/26/2017
Norway's $1 Trillion Wealth Fund Steps Up `No' Votes on CEO Pay
NBIM executive says fund will provide more details in February
11/24/2017
St. James's Place Hosts Fifth Annual Women in Business Event
This is a number the Academy is determined to drive upwards by continuing to invest in Women In Business events and initiatives.
11/24/2017
Citywire Wealth Interview
He says: "I hope the business can be a platform for future growth; with organic growth or with further external growth opportunities. If there was another option to acquire a business then I don't think we would rule that out.
11/23/2017
Davy taps rising wealth to raise private equity fund
The fund - known as Davy Private Equity Strategies II - is the successor vehicle to Davy Private Equity Strategies I, which raised €60m from high- net-worth individuals.
11/23/2017
Walker Crips increases underlying profit
We remain in a sound financial position and have continued to trade profitably since the Period end.
11/23/2017
Reyl Offloads Asset Management
Reyl is offloading the stake in order to invest its cash elsewhere.
11/23/2017
UBS Asset Management reveals its predictions for hot investment trends in 2018
Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.
11/23/2017
How asset and wealth managers can leapfrog into the digital world
Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.
11/23/2017
BMO launches multi-asset portfolios
The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.
11/22/2017
James Quarmby named one of the '50 Most Influential' advisers
Quarmby is a specialist in tax planning, wealth structuring and asset protection for international private clients.
11/22/2017
Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround
Hopes for higher levels of trading activity
11/21/2017
UK Donor-Advised Funds surpass £1 billion for charities
NPT-UK’s annual industry report reveals grants to charities reach all time high
11/21/2017
Wealth manager buys Scottish financial advice firm
"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."
11/21/2017
Asset & Wealth Management Revolution
Embracing exponential change
11/21/2017
Nutmeg assets hit £1bn as clients double
Nutmeg now claims it is one of the fastest-growing wealth management company in the UK.