10/11/2019
Group says outlook "mixed" as funds fall in third quarter
Trading statement for the quarter ended 30 September 2019
Wealth and Asset Management
10/10/2019
Wealth manager buys London adviser
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
Hargreaves Lansdown Makes Solid Start Amid Growth In Assets
Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
Corporate governance: the longest play of all?
Essentially it is that companies are analysed more extensively than ever before on their corporate governance.
10/10/2019
Wealth firm eyes clients shaken by ‘rock-star’ manager failings
It has attracted more than £1bn of assets under management since launch four months ago
10/09/2019
Handelsbanken: High on risk, low on ammo
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
GAM denies takeover rumours
GAM said its board is open to assessing all options that would maximise value for shareholders.
10/09/2019
Global Market Insights by WHIreland
It would now seem as though they are in ‘pause mode’ and that the members are becoming divided over the next direction of action.
10/09/2019
Liontrust assets up 15% as inflows soar
The net inflows have been achieved at a time of uncertainty for retail investors in the UK.
10/08/2019
BMO Gam upsizes low-cost range to rival 7IM and AJ Bell
Paul Niven’s range has amassed £300m since launch two years ago
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.
10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
10/08/2019
Wealth firm Saranac racks up £45m loss since 2016 launch
The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.
10/07/2019
Future of Wealth Management
A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.
10/07/2019
Wealth Transfer for the next generation in Monaco
It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Unigestion and Allianz Bank partner to offer multi-asset fund in Italy
Allianz will offer the strategy via their internal fund, X-team Unigestion Navigator, on the Unit Linked Challenge Pro platform.
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.