05/16/2018
Which firm is advisers' favourite DFM?
Annual Defaqto survey
Wealth and Asset Management
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.
05/14/2018
Metzler lining up dedicated vehicle for German ‘defined ambition’ funds
Many people have placed their hopes in you
05/11/2018
Italy's Mediobanca beats forecasts with Q3 net profit
Revenues grew 8 percent to a record 630 million euros.
05/11/2018
Arbuthnot hails good start to year as customer loans and deposits rise
Overall the Group has continued to grow and despite seeing increased competition in the private banking lending market, we expect to make further progress during the rest of the year.”
05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation