08/31/2018
Swiss family office snaps up £2bn British schools giant Cognita
The Swiss family office will become one of the UK's biggest school-owners following its takeover of Cognita, Sky News learns.
Wealth and Asset Management
08/31/2018
Hargreaves Lansdown boss pockets £2.5m pay packet
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report
08/30/2018
Failed Saunderson House sale still affecting IFG
Although revenue and profit increased, IFG is still dealing with a series of legacy issues
08/30/2018
Half of HNW investors 'unaware' of venture capital trusts
The number one reason people did not currently invest in the products was a lack of knowledge, it emerged.
08/30/2018
Unbowed by Brexit, Swiss Bank Seeks Clients in ‘Red Hot’ North
Julius Baer staffs up to poach clients in Leeds, Manchester
08/30/2018
For family’s sake – get your affairs in order - Coutts
Make sure your wealth keeps working for your family after you’ve passed away.
08/30/2018
Walker Crips' Newbury office attracts £93m in first year
The firm’s clients in the area include entrepreneurial families, City professionals, lawyers, accountants and retirees.
08/30/2018
Lombard Odier Group reports results for first six months of 2018
Operating income up 10% with net profit up 16%
08/29/2018
Société Générale Private Bank: Critical mass in its core locations
“In 2012, we reached the conclusion that the world of private banking was changing,” Mazaud explains.
08/29/2018
Pictet launches fund to develop 'smart city' technologies
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
PIMFA launches data sharing platform to combat financial crime
The launch comes after new UK legislation in the Criminal Finances Act 2017 designed to protect regulated entities when they share information on money laundering suspicions.
08/29/2018
Walker Crips exits equities as risks rise
He has the same weighting to US and Emerging Market equities as does the market as a whole. The biggest area he has been reducing exposure to was European equities.
08/28/2018
AFH adds 26 advisers with £5.1m acquisition
AFH will pay an initial cash consideration of £2.3 million, with the remaining fee due over a 26-month period depending on performance targets being met.
08/28/2018
Liechtenstein bank LGT reports 15 pct rise in first-half profit
Revenues and expenses for the private banking business in Asia and the Middle East acquired from ABN AMRO have been reflected in LGT’s results since May 2017
08/28/2018
Lombard Odier PB outlines ambitious alts expansion plans
The CHF 5 billion platform houses 28 funds and is on track to double its assets over the next couple of years, according to Lombard Odier Private Bank CIO Stéphane Monier.
08/28/2018
Beaufort Financial adds two IFA offices
I opted to join the partnership because of its friendly and flexible, family-like approach
08/27/2018
Managing Wealth
With markets riding high and uncertainty growing, wealth management matters more than ever. Six experts offer their views on all things wealth related
08/27/2018
Adam & Co relocates to new Aberdeen offices
“We are delighted to be co-locating with our colleagues from Royal Bank of Scotland Corporate & Commercial Team which will present even greater collaboration opportunities.”
08/27/2018
The global financial crisis of 1825 foreshadowed the problems of emerging markets today
In The Volatility Machine: Emerging Economics and the Threat of Financial Collapse, finance professor Michael Pettis urges us to look to Europe in the early 1800s, just after the end of the Napoleonic Wars.
08/24/2018
Wealth management firm changes tact to attract talent
The Salford-based company specialises in protecting the financial assets of vulnerable people