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Wealth and Asset Management

06/21/2016

Alexander Beard partners with French wealth management firm

KMH founder partners, Nicolas Medan and Guillaume Hublot, said: “KMH has expanded considerably over the last few years primarily through three acquisitions and the creation of a Swiss entity based in Geneva.

06/20/2016

Meet the Investment Influencers: City Financial's Peter Toogood

He was responsible for the management of traditional and alternative multi-asset funds, with assets at their peak in excess of £1.5bn.

06/20/2016

The Queen's 90th - an opportunity to celebrate our charities...by Penny Lovell

It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.

06/20/2016

The future of International Finance Centres by James Quarmby, Partner – Stephenson Harwood

My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.

06/20/2016

The heavenly haven: Alderney has low tax and no crime - and you don't have to be a millionaire to live there

In Jersey, anyone but essential workers needs £625,000 salary to move in

06/20/2016

Tilney celebrates first anniversary with Law Society of Scotland

The partnership has helped to provide resources for solicitors looking after the financial affairs of clients and trustees through the Society’s website, seminars and the Journal Magazine.

06/20/2016

IA to target industry diversity “once and for all”

In the UK, just 9 per cent of active fund managers are female, according to the IA.

06/17/2016

Top 10 Drivers Impacting Global Wealth And Asset Management

Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.

06/17/2016

SocGen Ignores Brexit Fears To Double Offices In St James's

Global banks including Morgan Stanley and Citi have indicated they would move jobs away from London in the event of a Brexit.

06/17/2016

Amundi Global Chief Investment Officer Receives 2016 European Manager Lifetime Achievement Award

We are proud to collaborate with Pascal and his team of investment professionals in service to our clients," Mr. Blanc concluded.

06/17/2016

Deutsche Bank Looks For Wealth Management Growth With New Hires

“Wealth has been defined as a core business and in that context, Asia is a key market to us,” said Raju.

06/16/2016

Wealth manager profile: Potter & Burdett

The environment in which a fund manager works is another important consideration.

06/16/2016

Liontrust annual profit jumps 21% despite slower inflows

Adrian Collins becomes non-exec chairman

06/16/2016

Charles Stanley divides into four as overhaul completes

The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.

06/16/2016

SocGen ignores Brexit fears to double offices in St James's

It is also committed to moving to a new Canary Wharf mega-office in 2019.

06/16/2016

Raymond James unveils new platform pricing

The model allows wealth managers to link clients’ household accounts, so that the tiers are based on the total relationship balance.

06/16/2016

New report covers wealth in Poland: hnw investors

With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.

06/16/2016

Coutts named outstanding Private Bank in the UK

Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.

06/15/2016

Old Mutual Wealth acquires £200m advice firm

The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.

06/14/2016

Wealth management needs ‘uber’ moment to attract millennials

Successive financial crises have created a generation that generally mistrusts the financial services industry, he added.

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