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Diary of a Fund Manager - Fickle Friend

At ground level for investors are the companies we may choose to invest in.

Waverton Multi-Asset Income Fund receives FE 5 Crown rating

They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.

Goldman Sachs to buy Dutch asset manager

Offers a broad range of equity and fixed income products, with a strong Environmental, Social and Governance (ESG) integration across its business.

British retailer enters wealth management market

The partnership's target is for 40% of its profits to come from outside retail by 2030.

Stonehage Fleming launches first Global Sustainable Equity Fund

Since launch, the Fund has already attracted over $106 million in assets from private and professional investors demonstrating clear demand for global sustainable equity strategies.

Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Wealthy investors use credit cards, make payments, and take out mortgages.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Martin Gilbert: Asset managers must be paranoid to survive

The sector is estimated to have about $110tn in assets under management. For decades, it has enjoyed material growth in AUM and profits supported by global growth, rising financial markets, and an increasing population of savers.

SJP's Black Interns Matter success highlights need for D&I

Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.

JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks

Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks

VP Bank Doubles Profits Amid Some Caution

In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.

Tilney S&W signs deal for new HQ as assets and profits soar

Tilney Smith & Williamson is preparing a move to new headquarters in 2022 as the combined group reported soaring profits and revenue for the first half of the year.

Days May Be Numbered for the World’s Oldest Bank

After performing poorly in a stress test, Monte dei Paschi di Siena, founded in 1472, could be swallowed by UniCredit.

Firm with £14.6 billion of assets opens new Gloucestershire branch

Wealth management firm Raymond James has announced the launch of a new branch in Cheltenham.

Clifton Asset Management announces acquisistion

Clifton also has two firms at heads of terms stage going through the due diligence process and a number of others close to that stage as well.

Ocorian enhances presence in Guernsey with acquisition

This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.

Engagement, enablement and encouragement

Matthew Fleming on helping families prepare their next generation

Gibraltar-based clients of NatWest International report fraudulent transactions purporting to be made to UK delivery company Deliveroo

The transactions appear to have been made in sums of between £100 to £200.

Apex Group awarded “Best Evolutionized Financial Services Brand

Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”

How Brexit will affect cross-border wealth management advice

Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."

Wealth and Asset Management