02/25/2019
Julius Baer eyes wealthy clients in Russia with local entity
Plans are on to hire six to eight relationship managers in this regard and win business in locations far from Moscow.
Wealth and Asset Management
02/25/2019
Acquisition helps Rathbones assets reach £44bn
Wealth managers have had a difficult period.
02/25/2019
Economic Perspectives by Ruth Lea CBE
In this Perspective Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses the latest UK data
02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
02/24/2019
‘Banking is a business that is built on trust’
It is essential that the rules of doing business within the global financial system are not only well written but also robustly enforced
02/22/2019
Julius Baer Is Hunting for Cautious Millionaires Within Russia
Bank is hiring staff in Russia after founding local entity
02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
02/22/2019
Will the Lloyds-Schroders tie-up become the next SJP?
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined
02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm
02/21/2019
Manager of £1.5 billion trust buys St James’s Place
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.
02/21/2019
What’s Going on in the Markets? Tom Carroll, Head of Investment, Sanlam Explains…
In terms of trying to provide proper diversification for clients, we need to be careful about looking at historic correlations and assuming they will hold in the future.
02/21/2019
GAM axes hedge fund boss in bond crisis for ‘gross misconduct’
His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.
02/21/2019
Rathbones dodges 2018 turmoil with tie-up
Wealth managers have had a difficult period.
02/21/2019
Fund Administrator acquires LRI Group
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
Quilter buys national firm with 200 advisers
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
Schroder family patriarch, Bruno Schroder, dies at 86
He joined asset management group’s board in 1963
02/21/2019
GAM expects 'challenging' 2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity
02/20/2019
Lloyds to launch HNW offering with Schroders
Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”