04/24/2019
Van Lanschot Kempen trading update: first quarter 2019
In January, Asset Management started marketing its Global Listed Infrastructure Fund and European Private Equity Fund.
Wealth and Asset Management
04/24/2019
Crisis-stricken GAM faces shareholder revolt over pay
ISS and Pirc recommend a vote against the Swiss asset manager's remuneration report at its AGM
04/24/2019
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports
The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.
04/23/2019
Barclays Wealth selection head on travel, Buffett, and asking great questions
Improving people’s wealth and delivering good outcomes for clients, particularly when I can do that in an innovative way.
04/23/2019
Transaction in Own Shares
Following the transfer of these shares, the Company holds 716,695
04/18/2019
How to start a much-needed conversation about money this Easter by Penny Lovell
This research really got me thinking about how I would broach this potentially awkward conversation with my own family.
04/18/2019
Norway's wealth fund extends ownership of New York real estate
As part of the transaction, NBIM has also agreed to acquire a 48 percent interest in two to-be-constructed assets adjacent to two of the existing assets in the portfolio, currently solely owned by Trinity Church Wall Street, the fund added.
04/17/2019
Many EMEA ultra-high net worth investors remain optimistic about global markets despite ongoing volatility
Like many of the ultra-high net worth clients we surveyed we’re also mostly positive on equities for 2019
04/17/2019
GAM Bleeds Assets
Subject to the successful execution of the above, a final distribution will be made to clients as soon as possible
04/17/2019
Quilter assets under management increase despite market challenges
The firm saw net outflows of £200m in the quarter, down from £1.6 inflows in the first quarter of last year.
04/16/2019
Kingswood Holdings loss narrows following cost reductions
Gary Wilder, Kingswood's group chief executive, said: "Since Patrick Goulding and I have taken over day-to-day management control at the board's request earlier this year, we have now implemented the significant changes that were originally
04/16/2019
Julius Baer International opens office in Belfast
“The office houses relationship managers and wealth planners who understand the local and global markets and are highly respected within the private client community.”
04/16/2019
Sanlam UK acquires financial adviser and employee benefits firm
“We look forward to working with our new colleagues at Sanlam to grow the business in the North of England and continuing to provide a goal-driven service for our clients.”
04/16/2019
DFM Tatton assets jump 25%
Over the last six months, where markets have been most volatile, Tatton’s DFM reported a 7 per cent increase in assets.
04/15/2019
Quilter deal for Lighthouse moves forward as timetable set in train
The current timetable says a court hearing is expected no later than 14 days
04/15/2019
Lombard Odier wins three leading European awards
The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector
04/15/2019
Lombard Odier wins three leading European awards
The judges were impressed by the evolution of our investment offering in 2018
04/14/2019
Laithwaite bottles Majestic bosses
His biggest battle was with Greg Hodder, who spent 14 years as chief executive of Laithwaite’s Direct’s Wines, with orders to “polish the rough diamond”.
04/14/2019
British wealth manager may acquire Investec Irish wealth management business
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
Creating Impact—The Promise of Impact Investing
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In