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Wealth and Asset Management

08/15/2016

London family office head dies in jet-ski crash

A speaker of English, Hebrew and Russian, Mr Shtutin was a graduate of the Open University of Israel and the London School of Business and Finance.

08/15/2016

IFA signs partnership deal with Brooks Macdonald

Parento clients given access to DFM

08/15/2016

Brooks Macdonald teams up with financial planners

Currently Brook Macdonald has a 93 strong investment team, which will be available to Pareto.

08/15/2016

Lord Rothschild warns of unchartered waters amidst ‘greatest monetary experiment’

This represents a net asset growth of £87.9m year-on-year, and £567m growth in the last three years alone for the trust which deals in quoted securities and special situations.

08/15/2016

Margetts Wealth targets £1m breakthrough after relocation

Using more than 75 years’ combined experience, the firm works with individuals and business owners to identify where they need support and expert advice on investments

08/12/2016

SJP’s charging structures must be more transparent

There seems to be alchemy going on here, as well as the misleading concept to their customers that they are as good as independent and use expressions like partners rather than sales reps.

08/12/2016

Brexit pain will last for years, says Hong Kong's richest man Li Ka-shing

The UK accounted for 39 per cent of CK Hutchison’s earnings before interest and taxes and 21 percent of revenue during the first half of the year.

08/12/2016

Tiny German bank breaks taboo by charging rich clients for deposits

Several German banks have passed on the ECB's negative deposit rate to large commercial customers such as companies and institutional investors

08/12/2016

Demand for income security sees MetLife’s AUM hit £5bn

Growth has been accelerated by MetLife’s expansion into Isas

08/12/2016

Beagles doubles Brewin Dolphin stake on bid belief

Clive Beagles and James Lowen believe wealth manager could be a bid target after 'Brexit' vote

08/12/2016

WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges

We are vertically integrated in that we manufacture and distribute.

08/11/2016

Old Mutual profit up on lower tax expenses

As part of its separation, the investment firm on Tuesday announced the sale of its Italian wealth arm to private equity-backed Ergo Italia for €278m.

08/11/2016

Lloyds boss Antonio Horta-Osorio probed by his own bank

He visited the city for a banking conference, but pictures published in the Sun yesterday showed the married father-of-three also taking a boat trip with Dr Piatt, 45.

08/11/2016

Brexit Uncertainty Has Wealthy Asians Looking West

Increased uncertainty and volatility has accelerated the trend

08/11/2016

Old Mutual to cut jobs in London as part of restructure

The head office in London is being restructured to support a holding company focusing mainly on two functions.

08/10/2016

Record breakers - St. James's Place

Governor Mark Carney indicated that the BoE had chosen to prioritise supporting growth over taming inflation.

08/10/2016

Deutsche Asset Management invests €490m in Spanish retail property

The company said, that since opening in 2001, the asset had maintained a solid performance and continuously increased sales and visitor figures.

08/10/2016

Chester Financial Planner Acquires Yorkshire Counterpart

Beaumont Robinson managing director Michael Wall will take on the role of regional director for OMWPCA.

08/10/2016

Rothschild & Co's revenue rises on increase in M&A business

The company said market volatility had adversely affected client activity in its private wealth and asset management business, resulting in a 5 percent drop in revenue to 89.4 million euros.

08/10/2016

Son to inherit £8.3bn family fortune after death of Duke of Westminster

The 64-year-old father of four was said to be worth around 10.8 billion dollars (£8.3 billion), according to Forbes, making him the 68th richest person in the world, and third in the UK.

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