11/25/2019
Does your office roof garden look like this?
A London chef has turned the narrow spaces above the Queen’s private bank into his own private Eden.
Wealth and Asset Management
11/24/2019
Prometeia: Risk Specialist Enters Swiss Market
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/22/2019
Coutts Q4 Outlook
We debunk some of the most popular myths around managing wealth that we hear from clients. And we look at some key considerations around passing the wealth torch on from one generation to the next.
11/22/2019
Brooks Macdonald to acquire asset manager
The deal is in line with Brook Macdonald’s strategy to explore inorganic growth opportunities, alongside a continued focus on organic growth.
11/21/2019
Retirement dilemma: How much money do you really need?
Many of those under 55 in Britain don’t really know the answer to this age-old question, writes Penny Lovell Now don’t worry, this is not a column about dating advice. This is about another tricky question that we Brits seem singularly unwill
11/21/2019
Investec eyes £17.5 million wealth and banking cost cuts
Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.
11/21/2019
‘Family is still at the heart of our brand’ - how family office Hottinger has evolved
Mark Robertson, CEO of Hottinger Group, talks about how the structure and function of the family office has evolved in recent years.
11/21/2019
Consolidator to seek £2bn in assets next year
A national consolidator is set to enter the advice market next year with £2bn of client assets expected to be secured in the first quarter.
11/21/2019
New GPP Cheltenham office
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
Veteran investors launch private investment office
The new firm has already secured over $600m in assets under management from its founders
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
Liontrust eyes acquisitions as profits risea
The positive net inflows for our teams shows the enduring appeal of active fund management when investors can see the added value being provided and their expectations being met.
11/19/2019
Lombard Odier seeks to expand private banking team in Italy
The Italian branch of the Swiss Group, which is based in Milan, offers portfolio management and advisory services to its clients in the region.
11/19/2019
JPMAM and UBS launch genetic therapies fund
Genetic therapies could develop into a profoundly disruptive technology for the pharmaceutical and biotechnology industry.
11/19/2019
Liechtensteinische Landesbank moves to DIFC
The move to DIFC, and our new, larger offices in Burj Daman reflect the successful development of our business model in recent years and represents an important step for our future growth in the Middle East.
11/19/2019
Asset manager Russell Investments put up for sale
Goldman Sachs hired to sell group with $293bn under management as industry consolidates
11/19/2019
Julius Baer assets grow, but warns on impairment
Assets under management up 10% to CHF 422 billion – Benefits of cost-reduction programme starting to materialise – 2019 full-year results to be impacted by Kairos goodwill impairment – Launch of share buy-back programme of up to CHF 400
11/19/2019
Descartes Finance expands its offer range in collaboration with Invesco’s ETF business
Descartes Finance is launching new model portfolios with investment specialist Invesco.
11/19/2019
What's Been Driving Investment Performance in 2019?
Coutts clients have benefitted from these positive developments alongside other investors, but investment performance figures just released show we’ve delivered better returns than our competitors.