03/06/2017
City Financial launches risk‐rated portfolios with Novia Global
We believe we can deliver attractive returns through our established approach to tactical asset allocation and differentiated fund selection.
Wealth and Asset Management
03/06/2017
Managers bullish on asset and wealth sector
Alignment in these two areas will be imperative in unlocking the revenue growth that they foresee.
03/05/2017
Aberdeen and Standard Life enter into merger discussions
"Further to the recent press speculation the boards of Standard Life and Aberdeen confirm that they are in discussions in relation to a possible all-share merger," they said.
03/03/2017
Investec W&I launches structured product service
Two risk-mandated portfolios
03/03/2017
Canaccord Genuity Wealth Management acquires Duncan Lawrie’s Isle of Man clients
We look forward to welcoming our new clients on board and providing them with the exceptional quality of service and investment offerings that we are known for.
03/03/2017
WMA ditches FTSE as data provider on benchmark indices
The indices are the longest-running private investment, multi-asset index series in the UK
03/02/2017
GAM Holdings 2016 underlying pre-tax profit CHF 120.1 million
Net outflows of CHF 10.7 billion due to heightened risk aversion among investors amid political and economic uncertainty
03/02/2017
Schroders Wealth Management net operating revenue increases 8%
Net flows in early 2016 were impacted by clients’ preference for private assets after limited market returns in previous years and also for property in the UK. There were total net outflows of £0.3 billion.
03/02/2017
How Adelaide boy Peter Flavel became the Queen's banker as Coutts CEO
It led to the establishment of the mass affluent and the private bank client segments at NAB.
03/02/2017
Julius Baer and GAM terminate brand licence agreement
Julius Baer allowed GAM to continue running Julius Baer-branded investment funds under a royalty-generating brand licence agreement.
03/02/2017
Schroders ditches quarterly reports as wealth head steps down
Combined with acquired growth and market appreciation overall assets rose from £313 billion to £397 billion, while income rose 8% to £1.7 billion.
03/02/2017
Schroders pays £86m for stake in advice company
In its results Schroders said Benchmark Capital increased its assets under administration over 2016 to £11.1 billion.
03/02/2017
Investec W&I launches two structured product portfolios
IW&I’s specialist structured products team will manage both portfolios.
03/01/2017
Alpha launches new office in Switzerland
The move is a key step in Alpha’s geographic expansion strategy.
02/28/2017
Odey founder heads Guernsey Funds Forum lineup
The first panel session, entitled ‘Mountains of money’, will focus on the low return rate environment, the risks of holding cash and the influences on fundraising and investment execution in the light of Brexit.
02/28/2017
St. James's Place says financial year profits buoyed by rising funds income
Strong Growth Underpins 20% Increase In Final Dividend
02/28/2017
Coining happiness - St. James’s Place
In itself, that might be cause for celebration, not least because headline growth in the fourth quarter was revised upwards to 0.7%, providing further proof that the UK economy has not missed a beat since the referendum.
02/28/2017
Intrinsic to take over Caerus adviser network
'Contracts have been exchanged'
02/28/2017
Wealth Management Firm Expands with Acquisition
The firm is headed by Matt Smith, an accredited chartered wealth manager and financial planner.
02/28/2017
Evli’s digital client experience awarded best in Finland
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models