07/18/2016
I thought, three weeks post-Brexit, I should take the time to interview Mark Bray, a Managing Director in our High Net Worth investment team. Mark has over 30 years’ experience in the financial markets and provides his insight below.
07/18/2016
Top firm said cutting more jobs
07/18/2016
This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.
07/18/2016
I think it is important that companies make common cause with each other and join together to celebrate each other’s successes.
07/15/2016
Brexit delays Monaco wealth boutique’s UK expansion plans
Inevitably some decisions will be delayed by uncertainty
07/15/2016
Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015
07/15/2016
ALFI and Deloitte have identified in their latest report new approaches towards investment and the implications these will have on the asset management industry.
07/15/2016
The team rebranded the Global Select fund to the Global Leaders fund in January and is now looking for companies showing “industry excellence, superior returns and a long growth path” with no size or geography limitations.
07/14/2016
Ascot Lloyd caters for UHNW demand with new Private Office
We have the advantage over private banks in that we act as an independent financial concierge.
07/14/2016
Nancy Curtin, chief investment officer at Close Brothers Asset Management, said the fund came into 2016 slightly on the defensive, but still with enough exposure to risk assets to generate returns.
07/13/2016
JTC’s client, City Pride Limited, invests in prime London real estate and the specific project relates to the Landmark Pinnacle, which is arguably the tallest consented residential tower in Europe.
07/13/2016
Geneva boutique in UK expansion push
Unigestion’s prestigious range of UK clients includes Railpen, the Merseyside Pension Fund and the London Borough of Hammersmith and Fulham.
07/13/2016
The direct property portfolio invests in 79 UK properties across retail, industrial, office and other sectors.
07/12/2016
Independent fund management group acquires European income fund management business
Liontrust's assets under management as at close of business on 8 July was £5,338 million.
07/12/2016
The service was used only by a few Russian clients, according to a source close to the bank as cited by Forbes. Credit Suisse has received no complaints about the change.
07/12/2016
Mersey wealth firms to manage £350m of funds after merger
Gee and Watson has acquired McEwan Wallace Wealth Management to create Wirral’s largest firm of independent financial advisers
07/12/2016
Several asset managers have also put their names to the charter, including Aberdeen Asset Management and BlackRock.
07/11/2016
A source close to the investigation said the prosecutor had sought a plea-bargaining deal with the former employee.
07/11/2016
This is unacceptable and opens the door for a new offensive against Swiss banks.
07/11/2016
BCG put the lack of growth down to slow net flows and the negative and turbulent performance of global financial markets.