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Wealth and Asset Management

05/22/2018

A bespoke vehicle for private banking success

Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector

05/22/2018

Close Brothers Asset Management reports 'strong' inflows

Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships

05/22/2018

7IM’s new Jersey office head eyes trust market

Jersey will not be the last island 7IM hops onto, however.

05/21/2018

Consolidator snaps up law firm’s advice arm

Hudson says the Meritor acquisition will allow AFH to work with Freeths’ clients on financial advice and asset management.

05/21/2018

Global Private Banking Benchmark: Top 25 Firms By AUM

Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.

05/21/2018

Brewin Dolphin completes part acquisition of Dundee-based IFA

Deal for financial planning and investment assets

05/21/2018

AFH Financial swoops on law firm's advice arm

AFH said Freeths had decided to sell the business and focus on its core legal practice due to 'ever-increasing' regulatory demands.

05/21/2018

Brexit fears boosting Cheshire base of private bank Julius Baer

MD James Bailey said uncertainty has led to an upturn in business

05/18/2018

Helena Morrissey launches gender champions fund for LGIM

It will further rank index companies according to how they perform on these metrics.

05/18/2018

JM Finn warns on 'enormous disruption' as business booms

It has become nearly impossible to obtain direct investment advice, without turning to a full discretionary service.

05/18/2018

Wealth manager seals Dundee deal

The move sees it add 150 clients.

05/18/2018

Spencer to back £500m float of investment platform AJ Bell

he agreement, which would cost Mr Spencer about £25m, would be the first major investment he has made since sealing the blockbuster £3.9bn takeover of Nex Group

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

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