04/24/2020
Coutts London Prime Property Index Q1 2020
The market rebound continued in the first quarter, but coronavirus brought everything to a standstill.
Wealth and Asset Management
04/24/2020
Alternative Fund Managers Invited To Present TO UHNW Family Investors WITH Campden Wealth Online
Now Campden has responded to demand and will launch a limited showcase for a number of funds to provide updates and opportunities for investors.
04/23/2020
Advisers given extra time to complete qualifications
As FCA allows firms an additional 12 months to let employees sit exams
04/23/2020
Advised clients up 4% at AJ Bell
Andy Bell, chief executive at AJ Bell, said: “This quarter was without doubt one of the most dramatic we’ve witnessed."
04/23/2020
Securing the family’s future: when family offices operate as asset managers By Steve Sokic, IQ-EQ
In this context, it is significant that family offices are spending more on family professional services, with the average spend per family office reaching US$1 million in 2019
04/23/2020
Virus crisis to destroy 14% of advice firms without funding
Derek Bradley, chief executive of PanaceaAdviser, said although advisers will have built up capital reserves in light of their regulatory duties, this may not be enough to allay the "gut concerns" of many advice businesses in the industry.
04/23/2020
Private Banking Insights: the anonymous client days are over
While private banks are often accused of being secretive, there has been some cultural shift in recent years.
04/23/2020
Credit Suisse profit jumps, beating forecasts
Pretax profit rose 13% but, excluding the gains on the fund platform and major provisions for litigation, it fell 11%.
04/23/2020
Stonehage Fleming buys London asset management business
Four members of the Cavendish senior fund management team will transfer to Stonehage Fleming and continue to manage these funds.
04/22/2020
How Spanish advisers are dealing with coronavirus
The country has been one of the worst hit by the pandemic in Europe
04/22/2020
IFA group joins forces with UK law firm
Joint venture will ‘provide life-after-settlement investment advice’
04/22/2020
Dunstan Thomas acquires investment platform as it expands into wealth management
Chris Read, group chief executive at Dunstan Thomas, explains: “Platform Action brings a terrific combination of top flight strategic IT expertise as well as broad delivery capability and very deep platform domain expertise.
04/22/2020
Why brand building is essential in times of precarity
The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.
04/22/2020
JTC Reports Continued Disciplined Growth For 2019
JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands
04/22/2020
Lugano WM on why she started investing in venture capital
Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch
04/21/2020
Quilter reports positive Q1 net flows
Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.
04/21/2020
Ocorian boosts funds offering with acquisition
This strategically important acquisition adds depth and breadth to our funds business
04/21/2020
Study finds small is beautiful in asset managers
Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.
04/21/2020
SJP takes largest share of DB transfer business
Old Mutual Wealth took 6 per cent of transfers but had a lower average transfer value at £320,000
04/21/2020
Schroders Personal Wealth launches 11 offices
Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.