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Wealth and Asset Management

03/24/2017

Hedge fund firm Brevan Howard granted injunction to block Reuters story

Under Britain's legal system, individuals and companies can file for privacy or confidentiality injunctions

03/24/2017

HNW Lending launches Isa for loans against property and classic cars

HNW Lending has launched a new Innovative Finance Isa that is different to many of its peers. But what does it offer and what are the risks?

03/23/2017

Saunderson House parent takes hit on discretionary launch

Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions

03/23/2017

Old Mutual brings 22seven in-house, founders leave

Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be

03/23/2017

Arbuthnot Latham profits climb 51% as lending booms

This has been a momentous and highly profitable year for Arbuthnot Banking Group

03/23/2017

Mirabaud eyes expansion as income rises

The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.

03/23/2017

Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"

RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority

03/23/2017

Rathbones to launch actively managed portfolio service

Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.

03/22/2017

Owl Private Office launches advisory service for families and endowments

Owl helps wealthy families, trustees and individuals think through their long-term objectives

03/21/2017

Bringing wealth structuring solutions to Asian families

The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.

03/21/2017

INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker

So what is it like for a young person working in a bank like Credit Suisse in 2017?

03/21/2017

Wealth manager expands London presence

Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.

03/20/2017

Penny wise and pound foolish? by Tim Price

“I’ve run a country but I’ve never run a newspaper.”

03/20/2017

“The future promise of any nation can be directly measured by the present prospects of its youth.” - John F. Kennedy

It is estimated that millennials (the generation born between 1980 and 2000) will make up almost 50% of the global workforce by 2020

03/20/2017

Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs

This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.

03/20/2017

Standard Life chief defends £11bn merger

We’re not doing this for short-term reasons.

03/20/2017

JP Morgan AM creates sustainable investing team

The proliferation of ESG data and tools in the marketplace, growing interest from investors.

03/20/2017

Wealth consolidator seeks £10m to accelerate buy strategy

Since 31 October AFH has made five acquisitions for a combined £2 million.

03/20/2017

AFH acquires assets of Aberdeen Wealth Management and Shield Direct

Under the terms of the acquisition of Aberdeen, the maximum consideration payable by AFH is GBP556,500.

03/19/2017

Weatherbys launches private banking service for British expats

Weatherbys Private Bank has launched a service for British expats offering cross-border private banking and cross-currency mortgages.

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