10/16/2019
Banca Generali completes the acquisition of Valeur Fiduciaria S.A.
The deal is part of Banca Generali’s wider private-banking internationalisation and growth strategy launched with a view to strengthening the range of services offered
Wealth and Asset Management
10/16/2019
Arbuthnot wealth planning fee shake-up hits profit
Arbuthnot’s wealth planning division is on course for a full-year loss following a shake-up of the company’s fee structure this summer
10/16/2019
Next Gen: Camilla Cecil, James Hambro & Partners
This week we chat to Camilla Cecil, portfolio manager at James Hambro & Partners. We found out what her worst investment decision was living in London as well as what three unusual people she would invite to dinner.
10/15/2019
Money pours into Ashmore Group despite dollar woes
Net inflows at Ashmore Group reached $2.4 billion in the three months to the end of September.
10/15/2019
Beaufort Financial backs new Newcastle advice firm
Last month Beaufort Financial set up a new firm in Liverpool
10/15/2019
PIMFA Women in Wealth Forum Encourages Culture Changes to Help Improve Gender Equality in Finance
Anita Rolls, Founder of So What Do You Do, led a practical, interactive session that looked at key trends disrupting today's world of work, the implications this has for individuals, and how they can capitalise on opportunities.
10/15/2019
Schroders assets under management up to 450.8 bln stg at end-Sept
The growth was driven by an increase in assets across its asset management and wealth management units
10/15/2019
Nearly half of young HNWIs are switching wealth managers
In order to create this marketplace-styled wealth manager of the future, the report says firms “can and should develop partnerships to provide these services rather than attempting to deliver capabilities in-house.”
10/15/2019
Serial acquirer expands UK presence with double deal
The deals were part of Fairstone's downstream buy out model
10/15/2019
Swiss private bank issues profit warning
BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.
10/14/2019
A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO
This is such an exciting time for our industry
10/14/2019
Wealth management group expands in Belfast with 3 new hires
Our new office opened in December last year to meet the needs of our growing client base in the region.
10/14/2019
Barcelona and Real Madrid risk future with Spain tax issues
Bumper contracts worth a lot of money are offered and the players come to Spain to enjoy the time of their lives in every sense.
10/14/2019
Introducing Frédéric Drouin, UHNW Business Club member
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/14/2019
Brexit uncertainty pushing HNWIs to Jersey
Economic Development minister Lyndon Farnham told the newspaper that he felt the spike in inquiries was, in part, due to uncertainty caused by Brexit.
10/13/2019
Did the Fed just restart quantitative easing?
Another round of formal trade discussions between the US and China kicked off this week
10/13/2019
Why family funds make for sound wealth management structures
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
10/11/2019
‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices
Bringing together PERE houses and family offices
10/11/2019
Could CEO exit trigger Close Brothers break-up?
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.