10/21/2021
AJ Bell credits £3.8bn adviser inflows to ‘competitive’ price
As a whole - including AJ Bell's investment business as well as its platform - the company had assets of £72.8bn - up 29 per cent.
10/21/2021
Deutsche Bank put out the tender together with DWS in the second quarter of 2021, and invited agencies to pitch.
10/21/2021
AuM totalled CHF 33.4 billion1,2, down from CHF 34.8 billion compared to 30 June 2021, with net client outflows of CHF 1.2 billion, and net negative market and foreign exchange movements of CHF 0.2 billion.
10/21/2021
Perrier forged a reputation as one of Europe’s most successful dealmakers during his decade in charge of the French fund manager
10/20/2021
The main reason given for investing in digital assets for the first time is the long-term capital growth prospects of cryptocurrencies and digital assets
10/20/2021
European start-ups are proving to be a lucrative asset for private equity firms, and are being targeted by Middle Eastern private equity investors. Wim Ritz, ZEDRA’s Global Head of Funds, explains why experienced Asset Managers are eyeing the Europe
10/20/2021
HSBC Private Banking’s family office offering helps wealthy families plan for the future
10/19/2021
Gresham House calls for liquidation of trust it was sacked from
Boutique asset manager claims proposal has over 40% support from shareholders
10/19/2021
Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.
10/19/2021
French fund houses enter into exclusive negotiations over merger
Plans outlined to consolidate existing operations and create a key player across traditional and private markets.
10/19/2021
Jersey's private client landscape: built on trust
Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.
10/19/2021
SJP Academy boss: We are using virtual reality to train future advisers
Combined with artificial intelligence, the technology is part of the advice giant’s ‘new and improved’ academy led by head Andy Payne.
10/19/2021
Within the team there are also specialists advising university professionals and a pensions and divorce expert.
10/19/2021
When the Chancellor Rishi Sunak unveils the UK’s next budget on 27 October, the Treasury is expected to cut spending on government
10/18/2021
Assets under management at the end of September stood at £716.9bn, up from £700.4bn at the end of June
10/18/2021
Revolut's CEO Nik Storonsky has just opened a family office to invest his $7bn personal wealth, filings show.
10/18/2021
This service will be provided directly to clients as opposed to through IWP's local firms and advisers.
10/18/2021
Lars Kalbreier expects the global economy to continue to grow and the reduction of monetary stimulus by central banks to be gradual.
10/17/2021
We expect economic activity to remain strong, even if the pace of growth is slowing. Corporate spending is set to fuel the next stage of the expansion.
10/15/2021
A group of 10 cyclists embarked on the 240km cycle from LGT Vestra’s London office