06/30/2017
SJP dismisses shift to quant strategies
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
Wealth and Asset Management
06/30/2017
Van Lanschot changes name to Van Lanschot Kempen
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth goes global with Singapore deal
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Matthew Butcher moves on as Neptune abandons wealth plan
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
06/30/2017
Charles Stanley's plan to become UK's 'leading' wealth firm
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/30/2017
Family offices - a market in the dark
Around a hundred bankers, lawyers and economic advisors took part.
06/29/2017
Sluggish demand for Bank of Ireland Private-KKR fund
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Consolidator's assets near double on hectic year of buyouts
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
This forgotten small-cap has huge growth potential
Harwood is growing through a mix of both organic growth and acquisitions.
06/29/2017
Private client assets pass £800bn for first time
Wealth management assets climb £49bn in a year
06/29/2017
Multrees To Provide Web Application Programming Interface (Web API) Service Solutions
Simple, automated and real-time integration with other B2B and B2C applications
06/29/2017
Regional IFA completes MBO after £8m private equity investment
The firm has previously set its sights on £1 billion of assets.
06/27/2017
Wealth management group expands fund range
Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.
06/27/2017
Gina Miller calls for FCA to scrutinise wealth managers on fees
More than half of the wealth managers failed to provide a breakdown of costs even after SCM Direct pressed them for further details.
06/27/2017
AIM-listed wealth firm fails to find buyer
In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.
06/27/2017
PROFILE: Crusader for transparency in world of wealth management
It says a lot about the man who then went on to lead an MBO of wealth manager Lawrence Scoffield.
06/27/2017
Strategic priorities for the asset and wealth management industry
Roland Berger mapped out the net revenues as a share of AuM for several of the globe’s largest players.
06/27/2017
World's Biggest Wealth Fund Refuses to Be Silenced
Norway is right to object to companies with few voting rights winning equity-index status.
06/27/2017
Cornelian Asset Managers: the Scottish boutique proving its worth across the UK
It’s very broad, very competitive and I’d be surprised if there were more in any other city outside London.
06/27/2017
Deutsche AM to Offer Training to Swiss Bankers
They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.