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.
Wealth and Asset Management
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
05/20/2021
Performance fee boom puts Liontrust on track to bust forecasts
Stronger-than-expected performance fee revenue of £13.7m leaves Liontrust on course to beat its annual targets.
05/19/2021
FCA approves US private equity acquisition of AFH
The Acquisition and Scheme, which were approved by AFH Shareholders on 26 March 2021
05/19/2021
Davy bids top €475m as post-scandal review continues
Bank of Ireland widely seen as most likely buyer of breacher of market rules
05/19/2021
Hamilton Lane Expands Institutional and Private Wealth Presence across Europe
Hires Institutional Private Markets Executive Ralph Aerni to Lead European Sales Efforts
05/19/2021
IQ-EQ receives regulatory approval to acquire Concord Trust Company
This strategic transaction is the first for IQ-EQ in the U.S. Private Wealth trust space, and a signifier of IQ-EQ’s future intent within the U.S. Private Wealth market.
05/19/2021
Neuberger Berman unveils Eltif to bolster private markets push
Asset manager expands reach of non-traditional investments through new strategy.
05/19/2021
J Stern & Co surpasses USD1bn AUM
The firm also manages a Multi-Asset Income strategy and an Emerging Markets Bond strategy.