02/24/2017
Schroders closes funds to new investors as they hit target capacity
We will invite subscriptions in a controlled manner as and when capacity becomes available in the fund.
Wealth and Asset Management
02/24/2017
Queen's bank reports 32% increase in operating profits
An adjusted operating profit of £149 million, £36 million, or 32%, higher than 2015
02/24/2017
Coutts to spend £20m a year on digital investment
The private banks’ assets under management also increased, going up by £2 billion to £17.0 billion up 13% compared to 2015.
02/23/2017
Profile: change is the only constant for Quilter Cheviot
Whether it’s regulation being more expensive or what clients want, who are looking for much more customisation.
02/23/2017
Rathbone Brothers' inflows slow despite higher flows into unit trust arm
Units trusts' by 29% AUM up
02/22/2017
Credit Suisse bets on rich Europeans trading amid polls
The reluctance of the very rich to deploy their money complicated the bank’s restructuring plan, which relies on wealth management to drive profit.
02/22/2017
Julius Baer expands London presence with trio of hires
Including hire from Sanlam Private Wealth
02/21/2017
Rathbones, Brooks and LGT Vestra sign up with tech firm
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
02/21/2017
Credit Suisse Returns to Its Roots in Europe
The trend was pronounced in Europe, the only region where revenue from managing money for the wealthy declined even as client assets grew
02/21/2017
Monaco Welcomes a New Vistra Office and the Launch of Vistra Private Office
They will have access to a team of experienced Vistra professionals, based in all major jurisdictions
02/21/2017
Message from Alexander Hoare
We will be delighted when customers come to us looking for a highly personalised banking relationship
02/21/2017
Gresham House Launches of new investment platform
Berkshire will conditionally subscribe for up to a maximum of 2,546,372 new Ordinary Shares
02/21/2017
Arbuthnot Banking on track
As previously announced in December 2016, the Group completed the purchase of the Duncan Lawrie loan portfolio.
02/21/2017
MSCI to reshape WMA’s alternatives benchmark
The global equity index includes large and mid-cap stocks but is also exposed to a range of factors including value, momentum, quality and smaller company, in order to provide a correlation to alternative assets.
02/21/2017
Close Brothers Group hosts Sir Anthony McCoy book launch
Close Brothers is listed on the London Stock Exchange and employs 2,800 people principally in the UK
02/20/2017
Pimco, M&G and Franklin crash out of top-10 fund house list
Amundi, Nordea and Credit Suisse move up ranks of Europe’s largest asset managers
02/20/2017
St James’s Place joins drive for more ethical investment
Wealth manager to raise profile on environmental, social and governance issues
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/20/2017
Wealth and fund firms risk being ‘swept away’ in tech age
Technology is a disruptive force
02/20/2017
Have you checked your Wealth Manager's EQ?
People often get confused between investment manager and Wealth Manager.