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.
Wealth and Asset Management
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
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.