05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation
Wealth and Asset Management
05/10/2018
Opportunities promoted at busy conferences in London
That was why more families were considering a shift to offshore jurisdictions like Jersey
05/10/2018
Rathbones suffers higher outflows and fall in funds under management
The company was hit with slower annualised of growth as well as higher than usual outflows.
05/10/2018
Profile: how this Swiss bank has doubled UK business since 2016
It has been two years since MacIntyre joined the firm and the UK business has grown to manage £9.9 billion in assets.
05/10/2018
Wealth veteran returns with boutique
At the heart of this new business is a wealth manager with a professional investment management offering and financial planning arm.
05/09/2018
Reyl group reports nearly 20% AUM growth in 2017
Reyl Group is currently looking to strengthen the ties between its branches worldwide and its business lines.
05/09/2018
Schroders launches first fund investing purely in onshore China
Through our investment lens, we are able to identify exciting opportunities in the dynamic mid to small cap space
05/09/2018
How these firms are prepping for the Senior Managers Regime
‘The decision to begin work on this now, well ahead of the Senior Managers Regime, was really because it is a quite sensible way to structure a company.
05/08/2018
UBS Wealth Management sets up London-based high-net-worth team
This resource commitment is bearing fruit and we take tremendous pride in achieving growth milestones like we have today.
05/07/2018
Family offices join institutions in a €3.5 billion renewable energy fund from Copenhagen Infrastructure Partners
The returns follow a j-curve and the fund starts to develop a positive return in around 6-8 quarters.
05/07/2018
UK’s oldest bank taps 32-year-old as new partner
C Hoare & Co looks to inject ‘millennial thinking’ into venerable institution
05/04/2018
Cantor Fitzgerald Ireland to snap up competitor
The deal, whose financial terms were not disclosed, is subject to regulatory approval.
05/04/2018
Redmayne Bentley to merge Southport branch into Liverpool
The firm’s Liverpool branch, headed by Derek Gawne, currently comprises three investment managers and an administrator.
05/03/2018
Expersoft Awarded Best Front Office Solution at European Awards
Specifically, in awarding Expersoft the Best Front Office Solution, the judges referenced Expersoft's "holistic software offering which covers all named functions and open view of the financial services world."
05/03/2018
Indosuez Wealth Management completes acquisition of Italian wealth manager
The acquisition, which was initially announced in November 2017, further strengthens the bank's presence in Italy.
05/03/2018
Old Mutual Wealth launches new TVA service
The new TVA service has been refined to ensure advisers can receive an accurate report as swiftly as possible.
05/02/2018
Standard Chartered closes in on turnaround target as profits rise
Standard Chartered posted the highest revenue under the leadership of Mr Winters, who became chief executive in June 2005, while limiting cost increases.
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.
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.