10/11/2018
Credo increases fund availability
Credo has a strong track-record of managing long-only, value-based direct equity portfolios with a bias towards developed market, large-cap stocks.
Wealth and Asset Management
10/11/2018
PAM appointed by Strabens Hall to manage core portfolios
PAM invests across the asset management spectrum utilising active, passive and smart beta strategies. Portfolios are constructed using two complementary approaches, built to work together.
10/10/2018
Sandaire takes £8.7m write down on team exit
Sandaire recently completed integration of Lord North Street, having initially run the two businesses as separate entities.
10/10/2018
A Wealth of Difference: Reforming the taxation of wealth
In this paper we make five recommendations which together amount to a transformation of the tax treatment of wealth in the UK.
10/10/2018
Ascot Lloyd records £1.5m loss
Director remuneration was £242,717 against £156,772 in 2016, while £376,585 was spent on redundancy costs last year, with no figure provided for 2016.
10/09/2018
Family offices direct their efforts to making an impact
Larger family offices are taking on the private equity firms as they focus on investing directly.
10/09/2018
Goldman Sachs bank Marcus attracts 50,000 savers in less than two weeks with best-buy rate
More than 50,000 accounts have been opened since Marcus launched to UK customers on September 27, the bank said.
10/09/2018
Investec AM creates regional London wealth hub
The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.
10/08/2018
TISE updates Listing Rules to attract scale up businesses
Directors must provide a statement certifying that the company has sufficient working capital for at least 12 months or otherwise
10/08/2018
Schroders and Lloyds Banking Group in talks over wealth management alliance
The deal would be among the biggest wealth management tie- ups in recent years and would come amid widespread consolidation in the broader industry sector.
10/08/2018
Brooks Macdonald expands footprint with East Anglia office opening
New base in Bury St Edmunds
10/07/2018
Eight Steps to Future Proofing Your Family Office by Penny Lovell
Has there ever been a more important time to dispel these messages when The Centre for Economics and Business Research estimates that a staggering £5.5 Trillion will be passed down between generations over the next 30 years?
10/04/2018
Capgemini acquires 20 percent stake in Indosuez's outsourcing arm
This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.
10/04/2018
Lombard International launches new protection solution for HNW's
Families are increasingly looking to protect against the associated risks of longer term succession planning, especially where family assets are held in multiple jurisdictions.
10/04/2018
OMGI re-brands as Merian Global Investors
The new name is inspired by the life of the scientist, artist and adventurer Maria Sibylla Merian.
10/04/2018
Merian Global Investors announces partnership with Shakespeare’s Globe
Central to the firm’s belief is an understanding of the value clients place on their investments delivering in line with their expectations.
10/03/2018
Schroders to take lion's share of Scottish Widows portfolio
But for the UK asset manager there was always a question mark whether it was worth taking the whole portfolio, someone close to the negotiation told Insurance Asset Risk.
10/03/2018
Stonehage Fleming and Lombard Int’l join forces
Their extensive knowledge and experience enhances our total wealth management capabilities and is a strong complement to our existing wealth planning tools
10/03/2018
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
HFMC Wealth acquires Generic Financial Management for £3m
'Will help cope with ever-increasing regulatory burden'