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Wealth and Asset Management

01/27/2017

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

01/27/2017

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

01/27/2017

Sandaire launches real estate joint venture

Our collaboration offers an enhanced service to family office clients

01/26/2017

Schroders launches first high yield fund using the “value approach”

The value approach will enable the team to identify opportunities in out of favour market segments with the aim of providing investors with a high total return.

01/26/2017

Private Client Group announces record quarterly net revenues

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

01/26/2017

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

01/26/2017

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

01/26/2017

Ten private wealth resolutions for every HNW

There is a lasting power of attorney for your property and financial affairs and a separate one for your health and welfare and you can make one or both.

01/25/2017

London is top city for wealthy property investors

It reveals that 10% of ultra-high net worth individuals those with a net worth of $30 million or more own five properties or more.

01/25/2017

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

01/25/2017

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

01/24/2017

WH Ireland sells freehold property in Manchester

The company would use the sale proceeds for general corporate purposes.

01/24/2017

Fairstone bolsters Yorkshire presence with adviser acquisition

The deal was agreed under Fairstone's downstream buyout model.

01/24/2017

SJP clients offered free advice by IFA amid concerns over charges

We’ll audit, analyse and advise you on your SJP funds and what your next move should be based on what’s in your best interests.

01/24/2017

Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firms For 2017

Regulatory changes and technological advances are shifting the wealth management landscape

01/24/2017

Sanlam Four adds Strategic Bond fund to range

The Strategic Bond fund will be a great addition to the Sanlam Four range of funds.

01/23/2017

Asset managers to face tougher systemic risk tests

Europe’s main markets regulator head says there will be increased scrutiny for sector

01/23/2017

Bank of Ireland fund seeks €100m to invest outside Ireland

Fund aimed at high-net-worth clients targets annual returns of 9-11 per cent

01/23/2017

Minister heralds inaugural Old Mutual International and MyBnk ‘Money Skills for Schools’ Week

MyBnk’s financial education experts and Old Mutual International volunteers will deliver award-winning programmes to over 600 Year 12 and 13 secondary school students.

01/20/2017

ZEDRA takes home the Silver at the CityWealth IFC Awards

ZEDRA Geneva was there to collect the ‘Silver’ for Swiss Trust Company of the Year.

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eToro Money marketing head James Kassam departs

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Abacus Advisers opens Glasgow office as hub for regional growth

01-21-2026

Regulators give clarity in relation to open banking pricing models

01-21-2026

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01-21-2026

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01-21-2026

Barclays expands Demo Directory to help founders connect directly with corporates for strategic investment and commercial growth

01-28-2026

JM Finn opens fifth office in Cheltenham

01-28-2026

True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner

01-28-2026

Generali to start a share buyback for the purposes of the Group Long Term Incentive Plan called “LTI Plan 2025-2027”, as well as the Group’s incentive and remuneration plans under execution

01-28-2026

Quarterly Economic Outlook for UK Housing Associations

01-28-2026

Investec Real Estate’s bi-annual Future Living survey

01-28-2026

Loan-originating funds drive private debt growth in Europe

01-28-2026

BNP Paribas SS appoints hedge fund services head

01-28-2026

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