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Fifth year of top rankings for Equilibrium

Cheshire’s Equilibrium Asset Management has been named as one of the country’s leading wealth management firms for the fifth year in a row.

An investment insight in a week of change by Penny Lovell

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.

A new round of cuts coming?

Top firm said cutting more jobs

Quilter Cheviot’s Climate Asset Fund Announces Stellar Returns

This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.

Why wealth management expert Janine Edwards believes the outlook for business is healthier

I think it is important that companies make common cause with each other and join together to celebrate each other’s successes.

Brexit delays Monaco wealth boutique’s UK expansion plans

Inevitably some decisions will be delayed by uncertainty

Wealth manager profile: Signia Wealth's team talk

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

New Generation Of Investors Will Redefine The Asset Management Industry

ALFI and Deloitte have identified in their latest report new approaches towards investment and the implications these will have on the asset management industry.

Barings Unveils Rebranded Global Equity Fund

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.

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.

‘Fortuitous’ Close Bros Equity Allocation Pays Off

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.

JTC Client Bucks Brexit Trend with Major London Real Estate Transaction

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.

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.

Aberdeen Asset Management lifts property fund suspension

The direct property portfolio invests in 79 UK properties across retail, industrial, office and other sectors.

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.

Credit Suisse scales back private banking in Russia

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.

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

Asset managers join PFS in promoting women's charter

Several asset managers have also put their names to the charter, including Aberdeen Asset Management and BlackRock.

UBS France says former employee admits guilt in tax fraud probe

A source close to the investigation said the prosecutor had sought a plea-bargaining deal with the former employee.

UBS chief says Swiss government is leaving banks exposed

This is unacceptable and opens the door for a new offensive against Swiss banks.

Wealth and Asset Management