05/18/2018
Wealth manager seals Dundee deal
The move sees it add 150 clients.
Wealth and Asset Management
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.
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.