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Wealth and Asset Management

01/31/2017

More to Wealth Lecture by Alain de Botton

The School of Life brings together some of the best thinking from over 2,000 years of human culture

01/30/2017

Investment milestone for Cheshire management firm

The business manages £595m of assets in total, for more than 850 families.

01/30/2017

Quilter Cheviot Acquire Attivo Investment Management Limited

This development demonstrates our commitment to a proactive growth strategy and is a statement of our confidence in the UK’s economy.

01/30/2017

Barclays Says Sayonara as Private Bankers Exit Japan

The alliance in Japan which dates back to 2010, will now see the U.K. bank dilute its wealth-management business in the country.

01/30/2017

Savior of Private Banking?

Why is UBS so concerned about how comfortable the wealthy feel investing?

01/30/2017

Tilney Bestinvest rebrands as the Tilney Group

The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.

01/27/2017

Swiss private banks see asset influx after US election: Baer CEO

While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.

01/27/2017

Ex-Credit Suisse managers launch German boutique

Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.

01/27/2017

Swiss private banks see asset influx after U.S. election: Baer CEO

Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape

01/27/2017

Ryley Wealth Management expands with acquisition

We are delighted to be part of the bigger team.

01/27/2017

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

01/27/2017

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

01/27/2017

Sandaire launches real estate joint venture

Our collaboration offers an enhanced service to family office clients

01/26/2017

Schroders launches first high yield fund using the “value approach”

The value approach will enable the team to identify opportunities in out of favour market segments with the aim of providing investors with a high total return.

01/26/2017

Private Client Group announces record quarterly net revenues

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

01/26/2017

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

01/26/2017

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

01/26/2017

Ten private wealth resolutions for every HNW

There is a lasting power of attorney for your property and financial affairs and a separate one for your health and welfare and you can make one or both.

01/25/2017

London is top city for wealthy property investors

It reveals that 10% of ultra-high net worth individuals those with a net worth of $30 million or more own five properties or more.

01/25/2017

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

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