10/19/2018
UBP launches Positive Impact Equity strategy
The measurement of non-financial performance alongside financial results, in a long-term approach, will be one of the strategy’s key characteristics
Wealth and Asset Management
10/19/2018
Ultra-high net worth fear cookie-cutter wealth advice
The research says: “Families are becoming more resistant to wealth advice and is essential to think about what is right for each family as each family is different, and then structure service requirements appropriately.”
10/19/2018
Liontrust to merge away first ever fund
Subject to unitholder approval
10/19/2018
Hundreds join growing list of Britain's ultra-rich
Fortunes of already wealthy people grow much faster than that of general population
10/19/2018
Coutts partners with Mortgage Brain to share products with intermediary market
This is an exciting next step for us in working more effectively with our intermediary partners
10/19/2018
Former MI6 man tops the bill as Guernsey takes its private wealth message to London
The security theme will resonate with keynote speaker Sir John Sawers, former Chief of the Secret Intelligence Service MI6.
10/19/2018
Wealth Managers on how they are handling the EM sell off
All the while, the fire of political and economic instability is being fanned by US dollar strength, as the Federal Reserve raises interest rates and president Donald Trump’s threats of trade wars escalate.
10/19/2018
Client demand prompted Rathbone fund launch
Financial returns and investing responsibly are not mutually exclusive, Rathbones’ David Harrison has said.
10/18/2018
UBP launches first impact investing fund
This is a thematic fund, the theme being that the planet and society is in acute need of repair and that repair is expensive.
10/18/2018
Secure Trust Bank & Arbuthnot Banking Make Progress In Third Quarter
The lender did, however, warn of the ongoing "uncertainty" surrounding the Brexit leading the bank to continue to be "selective" in respect to new lending activities.
10/18/2018
Germany's private household wealth rises to unprecedented level in Q2
The German Central Bank's definition of private household wealth includes cash, bank deposits, equities and insurance claims.
10/18/2018
Global Wealth Report 2018: US and China in the lead
Total wealth and wealth per adult in the United States have grown every year since 2008, even when total global wealth suffered a reversal in 2014 and 2015.
10/18/2018
Tatton's AUM edges closer to £6 billion mark
The firm’s IFA support services arm Paradigm Partners signed up an additional 14 companies, reaching a total of 382 over the period.
10/18/2018
Global wealth up 4.6% to US$317 trillion
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/17/2018
Would you turn down £1bn? Why some people don’t want to inherit
Rich families often define themselves via their philanthropic trusts
10/17/2018
Speirs & Jeffrey deal boosts Rathbone funds under management, profit
Underlying net operating income rose to 80.3 million pounds for the three months from 70.5 million pounds, a year earlier.
10/16/2018
Digital Wealth Manager Liqid Raises €33M
The company is using the funds to continue to expand operations.
10/16/2018
AFH to swell acquisition war chest with £15m fund raise
Advice consolidation giant AFH plans to raise another £15 million in a fresh share placing to fuel a fresh ‘pipeline; of advice acquisitions.
10/16/2018
Schroders quiet on Lloyds tie-up as intermediary assets slip
The £79bn slice of the Lloyds mandate would be a welcome boost the asset manager’s sluggish AUM growth.
10/16/2018
This Bank Halved Clients While Doubling Assets Under Management
Germany’s DZ Privatbank shifts focus to much larger mandates