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Queens bank Coutts joins Bounce Back Loan Scheme to help those affected by Covid-19

The Bank continues to review applications from a wide range of lender types

JTC Wins Mandate for New Brooks MacDonald International Funds Business

The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).

The price of everything, the value of nothing by Rathbones

Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.

EFG International concludes share buyback programme

The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.

Schroders’ Group CEO and senior leaders named in LGBT Great’s Global Top 100 Executive Allies

Schroders’ inclusion is a tribute to all our efforts promoting inclusivity within the organisation, as well as our determination to become an employer of choice within the industry for LGBTQ+ individuals.

Consolidator gains £70m Aum in tenth acquisition

Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.

JTC Completes Acquisition of Sanne Private Client Business

The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.

Liontrust to acquire Architas UK investment business

The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.

Schroders to acquire majority stake in US$1.1 billion Asian real estate investment manager

The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel

EFG International comments on business performance and announces changes to its Executive Committee

EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.

Jupiter/Merian deal to complete this week

Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.

Truinvest makes double acquisition

Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal

Bordier & Cie to restructure and launch supervisory board

This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.

The new normal for the private wealth sector

Wealth structuring and intergenerational planning is only going to become more complex’

Lloyds to push further into wealth management and insurance

The UK bank is looking to diversify its income stream amid record-low interest rates

Ravenscroft to acquire Wealth manager's Isle of Man business

The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business

Pausing For Breath

Economic data has generally been better than market expectations.

Fidelity trials UK advice arm

The trial is currently only operating in the UK.

Competitive Barriers Break Down as We Turn to the Value of Community

COVID-19 has made us all keenly aware of the value of community, even among competitors.

Chase de Vere on acquisition trail as profits jump

Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.

Wealth and Asset Management