03/10/2020
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/09/2020
A representative of SJP got savers to back an unregulated firm that later went bust. Ali Hussain reports
03/09/2020
Leading UK Wealth Management companies and individuals working in the sector, presented with awards at The Guildhall in London by Natasha Kaplinsky.
03/09/2020
This was an increase on the £32.7m of revenue reported for the previous year and followed a string of acquisitions in recent years.
03/09/2020
Harwood shareholders will be entitled to receive 145p for each share, valuing the entire deal at £90.7m.
03/09/2020
As the Group continues to grow and evolve, I am pleased to welcome Stuart Parkinson, who will join us on 1 April 2020, as Group Chief Executive Officer.
03/08/2020
Woodford would manage the money privately for his new backers.
03/06/2020
Coutts has launched a new fund with BGF to allow entrepreneurs access to growth capital, with a specific focus on female founders.
03/06/2020
Announcing that Coutts is working with BGF to develop The UK Enterprise Fund, is a pivotal moment for the Rose Review
03/06/2020
We will maintain a focus on active, responsible investing to create better outcomes for our clients.
03/06/2020
The company acquired eight adviser firms during 2019 but said last year it would focus more on organic growth in the short term.
03/06/2020
Overall, the lender said annual pre-tax profit was up 46% at $3.7bn for the year, although this was slightly below analyst expectations.
03/05/2020
Our strategy is to build closer relationships with our end clients in Wealth Management, to expand our capabilities in Private Assets and to grow our asset management business through Solutions.
03/05/2020
As an introduction, the strategy of our Sanlam Active UK fund is to buy a concentrated portfolio of high-quality businesses at attractive valuations
03/05/2020
Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.
03/04/2020
This compares to 14% of HNW men with no portfolio and 18% with no pension.
03/04/2020
That is all in the future of course and for now, we need to ask:
03/04/2020
But FTSE 100 manager should avoid the trap of managing share price rather than core business
03/04/2020
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.