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Wealth and Asset Management

05/17/2018

Investec’s UK specialist bank was the only drag on full-year profit

The UK specialist banking arm — the group’s second-biggest profit generator — suffered a 9% fall

05/17/2018

AJ Bell profits jump 24% ahead of planned IPO

AJ Bell’s latest interim results are its most profitable as it eyes a premium listing on the London Stock Exchange.

05/16/2018

Coutts: Don't look back in anger & Four is the new 15

Don’t look back in anger

05/16/2018

Lombard Odier IM in high-end funds partnership with Credit Suisse AM

Juan will be supported by Ingrid Nouhaud, Analyst in Lombard Odier IM’s High Conviction Equity team.

05/16/2018

Which firm is advisers' favourite DFM?

Annual Defaqto survey

05/16/2018

Outcome of the Valartis Group AG General Meeting 2018

Endorsement of Group consolidated financial statements, Management’s discussion and analysis and annual accounts for FY 2017

05/16/2018

Brewin Dolphin Holdings PLC Interim Management Report For the Half Year Ended 31 March 2018

The Board declares an interim dividend of 4.4p per share.

05/16/2018

Union Bancaire Privée onboards a new U Access (IRL) strategy on its alternative UCITS platform

The fund offers daily liquidity and employs an arbitrage approach combining a core yield (Merger Arbitrage) component

05/16/2018

Rothschild Still Positive on Dealmaking After Revenue Plummets

Rothschild said that figure was hurt by the stronger euro and a decline in the value of completed M&A deals globally.

05/15/2018

Northern Trust Asset Management provides tax-transparent fund range for Danish institutional investors

Confirmation of tax-transparency by local country tax authorities enables investors to obtain the same withholding tax rates as if they had invested directly in equities

05/15/2018

Hargreaves Lansdown net inflows grow, market growth falls

The company said assets under administration stood at £88.8bn as of 30 April

05/15/2018

Citi PB’s Rankin: Illiquidity tolerance has grown… here’s why

Rankin said that a greater understanding of thematic investing – such as following structural themes or so-called ‘mega trends’ – has also boosted this shift.

05/15/2018

Rothschild Raises €655 million for European Lending Fund

Private debt funds raised a record $52.8 billion last year

05/15/2018

Old Mutual Wealth adds £200m assets with Scottish firm

Most of its clients are in London and the South East.

05/15/2018

ABN AMRO reports net profit of EUR 595 million for Q1 2018

The underlying cost trend in Q1 continues to benefit from cost savings.

05/14/2018

Multrees at the PAM Annual Front Office Dinner

The important thing for wealth managers “is balancing clients’ digital expectations and the need for human collaboration.

05/14/2018

Phoenix Financial PR shortlisted as Communications & PR Agency of the Year

2018 is shaping up to be an excellent year, and we are delighted to be shortlisted once more in these prestigious and much sought after Awards.

05/14/2018

Murphy Wealth targets graduates for next phase of growth

“One of the biggest challenges in our industry is getting talent in,” Mr Murphy said.

05/14/2018

Peter Hargreaves rockets up 2018 Rich List, as he shoots for stars

The paper also revealed how Hargreaves has joined the likes of fellow billionaire Elon Musk by investing in a space project.

05/14/2018

Wealth managers expect ESG strategies to flourish

Two thirds of professional investors expect to allocate more money to ESG strategies in the next three years, Royal London Asset Management has found.

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