12/12/2018
Wealth management comes of age in Germany
But still the wealth management industry is in its relative infancy.
Wealth and Asset Management
12/12/2018
St James's Place acquires protection specialist
The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹
12/11/2018
Value Idea Contest: Credit Suisse as a Value Investment?
Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world
12/11/2018
BMO expands business with fiduciary management offering
It further noted that its responsible investment team will provide voting, engagement, ESG research and risk tools to investment teams across its business.
12/11/2018
Alfa-Bank owners discuss sale with VTB and UniCredit, sources say
Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank
12/11/2018
Credit Suisse capital return plans risk disappointing investors
Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year
12/11/2018
Wealth Management firm plans for growth
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.
12/11/2018
The 2019 investment horizon – the big trends coming down the track
Ideas from the CIO at Canaccord Genuity Wealth Management
12/11/2018
Buxton reveals plans to grow Merian
Mr Buxton and his colleagues own Merian in partnership with private equity house TA Associates, so the company is not listed.
12/11/2018
LOIM launches UCITs version of TerreNeuve strategy
The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.
12/11/2018
Syz Group launches private markets investment unit
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/10/2018
UBP Investment Outlook 2019
Several factors are expected to cause all regions to lose momentum, as well as becoming increasingly desynchronised.
12/10/2018
Ascot Lloyd buys rival adviser firm
Ascot Lloyd will take control of three new offices in the region: Wolverhampton, Nuneaton and Bromsgrove.
12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
12/07/2018
Equiom scoops two nominations in top industry awards
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
Geneva WM to partner with French advisory
The partnership will also allow the AppleTree to benefit from the French firm's IT infrastructure.
12/07/2018
Guinness announced as title sponsor of Rugby's Greatest Championship
The iconic global brand GUINNESS is to become the new title sponsor of the Six Nations, with the Championship to be known as the GUINNESS SIX NATIONS from 2019.
12/07/2018
Financial Planner fights to make military veterans IFAs
They also have experience that we sometimes struggle to find elsewhere.