10/22/2021
PIMFA announces winners in first Diversity & Inclusion Awards
The event was streamed live online and showcased the best Diversity and Inclusion initiatives from around the UK’s financial services industry.
Wealth and Asset Management
10/21/2021
Lombard International's Private Placement Variable Annuity Available on FIDx
Strategic Relationship Between FIDx & Lombard International Simplifies Access to Customizable Wealth Planning Solutions for 100,000+ Financial Advisors
10/21/2021
St.Galler Kantonalbank goes live on bLink from SIX
With the connection to bLink, St.Galler Kantonalbank is implementing its first open finance use case.
10/21/2021
SJP: Third quarter flows and funds under management
As a result, we expect growth in gross inflows for the full year to be around 25%.
10/21/2021
Rathbones completes the acquisition of Saunderson House
Here, Paul Stockton, CEO Rathbones and Tony Overy, CEO of Saunderson House talk briefly about the deal and the future.
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 appoints Essence to lead from 2022 on multi-brand portfolio media campaigns
Deutsche Bank put out the tender together with DWS in the second quarter of 2021, and invited agencies to pitch.
10/21/2021
GAM AUM fall CHF 23bn in three months
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
Amundi chair Yves Perrier named Editor’s Choice in FN’s Asset Management Awards
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
Institutional investors and wealth managers set to invest in cryptoassets for the first time
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
Western promise: European start-ups are luring Middle Eastern private equity
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
How HSBC Private Banking’s family office can help prepare for uncertainty
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
Review of the week:Tug-of-war by Rathbones
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
Tilney Smith & Williamson returns to Cardiff with new office
Within the team there are also specialists advising university professionals and a pensions and divorce expert.
10/19/2021
Facing up to the UK’s post-pandemic, post-Brexit challenges
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
Schroders thanks JVs and associates for rise in assets under management
Assets under management at the end of September stood at £716.9bn, up from £700.4bn at the end of June