10/21/2020
What are family offices investing in?
In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.
Wealth and Asset Management
10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
10/21/2020
Quilter platform inflows dip ahead of next migration date
The group has not yet seen a drop off in defined benefit to defined contribution transfers, which came in at £0.2bn, the same as the previous quarter.
10/21/2020
Edinburgh bank for well heeled riding out pandemic as deposits jump to £65m
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
The ‘exciting and unusual’ caseload of a private wealth partner
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
Quilter Investors to appoint Premier Miton as manager of two funds
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
UBS reports its best third quarter for a decade, with a 99% hike in net profit
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.
10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
10/20/2020
Factor investors committed for the long haul, finds global study
Despite market turbulence, most respondents report factors meeting or exceeding expectations
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Newly launched private wealth management firm pioneers the use of AI chat assistant technology on mission to become innovative industry leader
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Schroders wins Morningstar Outstanding Investment House Award
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Julius Baer warns of hit from goodwill impairment
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Private bankers count the cost of less face time
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank appoints AML Group
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
Rising Professional Indemnity Insurance premiums present advice industry with an existential threat
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Management buyout at IFA firm
Business is now majority-owned by the company’s directors after founder sold his stake