05/25/2021
Graham McCormack of Oak Group wins ‘Chief Operating Officer’
It is testament to the great work that my team and everyone at Oak has achieved over the last year
Wealth and Asset Management
05/25/2021
JM Finn hit by rising FSCS levy in ‘unprecedented year’
Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.
05/24/2021
Deals are on the agenda for Investec in Britain
In London it is focusing on investment banking for mid-tier clients and is trying to expand its private client and wealth management operations.
05/24/2021
Global wealth firm unveils client liaison office in Cyprus
It will become the country’s expat financial advice hub post-Brexit
05/24/2021
Talent salaries rise as family office recruitment rebounds
The pandemic has given wealthy families time to reassess their way of life, their goals and where in the world they want to live, and many are now looking for a different kind of lifestyle and administrative support.
05/21/2021
PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Crestbridge receives further recognition at Wealthbriefing European Awards
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
Close Brothers Trading Update
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
ETFs: a case for “look-through” data in risk management and beyond
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.
05/21/2021
Investec eyes UK wealth buys as assets surge past £40bn
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.
05/21/2021
Fledgling wealth boutique races from £1m to £1bn in four years
Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.
05/21/2021
Coutts Wins Award for Responsible Investing
Accolade recognises the positive impact our clients’ investments have on the environment and society
05/21/2021
Five reasons to consider European high yield credit now
High yield corporate bonds should benefit from the economic recovery and can withstand further sharp rises in global yields.
05/21/2021
Accuro wins WealthBriefing European Award 2021
The awards showcase the best in class firms within the European wealth management industry.
05/21/2021
Waverton Investment Management win ‘UK Charity Team’ category at the 2021 Wealthbriefing European Awards
This category is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the judges.
05/20/2021
Investment Solutions Wealth Management makes third acquisition
Our plan puts the continuity of the client's financial planning journey at the forefront of everything we do.
05/20/2021
REYL Group named "Best European HNW team"
The award distinguishes REYL from its peers and rewards the constant achievements and innovation at the Group.
05/20/2021
Winners Of WealthBriefing European Awards 2021
The team at WealthBriefing looks forward to engaging with all the firms and individuals who have taken part this year, and particularly appreciates the efforts all entrants made during this challenging time for the industry.
05/20/2021
Wealth Manager survey: UK equity appetite has hit decade high
Our quarterly survey also finds that fears of inflation are rife among readers.
05/20/2021
Monaco in pole position for F1 property prices
Across the 22 Formula 1 race nations Monaco’s average property price is indeed the most prestigious