03/09/2020
Lombard Int'l assets reach €48bn as group hails 'record year'
As the Group continues to grow and evolve, I am pleased to welcome Stuart Parkinson, who will join us on 1 April 2020, as Group Chief Executive Officer.
Wealth and Asset Management
03/08/2020
He's back... disgraced Neil Woodford plots £500m private fund - to buy back some of the unquoted biotech stocks that helped topple his empire
Woodford would manage the money privately for his new backers.
03/06/2020
Coutts partners with BGF for female venture capital fund
Coutts has launched a new fund with BGF to allow entrepreneurs access to growth capital, with a specific focus on female founders.
03/06/2020
One year on, progress on Rose Review continues with development of The UK Enterprise Fund
Announcing that Coutts is working with BGF to develop The UK Enterprise Fund, is a pivotal moment for the Rose Review
03/06/2020
Annual Results 2019
We will maintain a focus on active, responsible investing to create better outcomes for our clients.
03/06/2020
AFH set to return to adviser acquisition trail
The company acquired eight adviser firms during 2019 but said last year it would focus more on organic growth in the short term.
03/06/2020
StanChart's private banking grows 12%
Overall, the lender said annual pre-tax profit was up 46% at $3.7bn for the year, although this was slightly below analyst expectations.
03/05/2020
Schroders' profits drop but show recovery in new business
Our strategy is to build closer relationships with our end clients in Wealth Management, to expand our capabilities in Private Assets and to grow our asset management business through Solutions.
03/05/2020
Why the long term matters more than the short term by By Andrew Evans
As an introduction, the strategy of our Sanlam Active UK fund is to buy a concentrated portfolio of high-quality businesses at attractive valuations
03/05/2020
Shortlist Of Potential Winners For WealthBriefing European Awards 2020
Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.
03/04/2020
Quarter of High Net Worth Women Have No Investment Portfolio or Pension
This compares to 14% of HNW men with no portfolio and 18% with no pension.
03/04/2020
Did they jump or were they pushed? by David Roberts, Liontrust
That is all in the future of course and for now, we need to ask:
03/04/2020
Schroders reporting revamp to provide more clarity on fee pressure
But FTSE 100 manager should avoid the trap of managing share price rather than core business
03/04/2020
Edmond de Rothschild expands real estate business in Europe
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
AgaNola to become Credit Suisse Investment Partners
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.
03/04/2020
Sanlam shifts sub-£300k clients to ease pressure on wealth managers
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/03/2020
Sold Quilter life business to become closed book
Current clients will not be affected and have all options still available to them
03/03/2020
UKSPA launches free portfolio analysis tool
Portfolio Optimiser allows users to either create their own structured product for analysis
03/03/2020
How to get millennials interested in their finances
Very soon, a new generation will be controlling investment decisions with a different approach and strategy.
03/03/2020
Investors Trust and Aiva join forces in Latin America
This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."