12/10/2019
Deutsche Bank says hitting profitability target has become more ambitious
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
Wealth and Asset Management
12/10/2019
Global asset allocation team arrives at Merian Global Investors
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.
12/09/2019
Wealth, power and impossible children: the 250-year-old scandal that gripped Scotland
Yet 250 years ago this year, their powerful foundations would be rocked by scandalous allegations that gripped the nation and placed them at loggerheads with another of Scotland’s richest and most powerful families, the Hamiltons.
12/09/2019
Former Quilter Cheviot CEO joins IFA
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.
12/06/2019
Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year
Citi Private Bank releases its investment themes for 2020
12/06/2019
Why you don’t always get what you pay for with wealth managers
Cheap index trackers are increasingly part of portfolios
12/06/2019
Sanlam partners with the Crafts Council in 2020 to support the Collect Art Fair
The Crafts Council is the country's foremost authority on contemporary craft in all its forms.
12/06/2019
Trust in active management is easier when you ask the right questions by William Low
“Measure what you value—so long as you don’t value just what you measure”.
12/06/2019
Happy Christmas For Markets? by Coutts
Stock markets sparkle, the economy lights up and central banks show good will. But could the ghosts of political risk, past, present and future still pay markets a visit?
12/05/2019
Schroders plans to eliminate hundreds of jobs to reduce costs
The cuts will affect about 5% of the company's workforce, or at least 200 jobs, one of the people said.
12/05/2019
UK asset manager to restructure, cut jobs
Consulting with staff; no detail on total job cuts
12/05/2019
Schroders ImmoPLUS to acquire two real estate investments
In order to finance the acquisitions, the Fund is considering a capital increase and, as a result, is bringing forward the distribution for the 2018/2019 financial year.
12/04/2019
Serenity Financial Planning makes new acquisition
Financial Life Planning is a holistic, client-focused style of Financial Planning using the teachings and processes of US Life Planning guru George Kinder.
12/04/2019
Investec Asset Management launches Global Environment Fund for UK clients
The transition to decarbonisation represents a powerful multi-year structural growth opportunity for investors driven by regulatory change, technological change and the desire of consumers to tackle climate change.
12/04/2019
Moores Rowland acquired by Isle of Man-based trust firm
The company has operated in Monaco since 1976
12/03/2019
Investec takes investors' green pulse
The survey found that 85 per cent of respondents are concerned about the environment. “British adults have implemented a myriad of behavioural changes to reflect this concern, with 94 per cent of respondents admitting they have made changes to thei
12/03/2019
Glasgow wealth manager makes first acquisition
Richard Gilliland, who formed Gilliland Neilson Brown with Ailsa Brown 17 years ago, said: “We had been looking for a year or so to acquire another IFA (independent financial adviser) business, and looked at a number, but apart from this one nothing
12/02/2019
1825 completes acquisition of wealth advisory business
The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.
12/02/2019
SJP academy sees 63 adviser graduates
By the end of this year, SJP stated there would be a total of 495 people enrolled in the academy, with more set to join in 2020.
12/02/2019
JPMorgan Cazenove slams tycoon family takeover of trust
Analysts at JPMorgan Cazenove have strongly criticised last week's move, led by the Rayne family of shareholders, to take control of the LMS investment trust from Gresham House