10/17/2017
More IFAs on the hunt for acquisitions than selling up
The UK firm acts for both seller and acquirer as an independent party as an alternative to corporate finance or a broker.
Wealth and Asset Management
10/16/2017
Spain’s Continental Wealth Mgmt reported to close
It isn’t known how long Continental Wealth was in business but sources say it has been transferring pensions out of the UK, mainly on behalf of expatriate Britons living in Spain and Portugal, for years.
10/16/2017
This is what you’ll be paid at Point72 Asset Management in London
Point72 also has seven partners, including its UK parent company Point72 UK Limited, which is up from three in 2015.
10/16/2017
Liontrust managers buy into largest asset manager in Europe
Russ has also bought into Italian asset managers Anima and Azimut as a play on Italy’s high savings rate.
10/13/2017
Queen's bank goes for younger clients as rivals try to steal crown
We don't want to live in the history or live in the past.
10/13/2017
Nedbank Private Wealth again recognised for International and UK excellence
The Best International Wealth Management Provider award was open to financial advisers, banks and wealth management boutiques providing wealth management services to UK clients.
10/13/2017
Schroders pays £200m for No1 Spinningfields
The Liverpool market has also shown a healthy investor appetite for offices this year.
10/13/2017
Vontobel unites sustainable and thematic boutiques under PM head
He joined Vontobel Asset Management in 2006 and has been responsible for portfolio management for institutional clients and investment funds.
10/12/2017
Citigroup picks Luxembourg for EU private bank hub
US bank prepares to serve wealthy clients in case of ‘hard Brexit’ trade barriers
10/12/2017
Acquisition Strategy Boosts Fairstone
Fairstone has made six DBO acquisitions in the year so far, with a further five at heads of terms stage.
10/12/2017
Dalton manager Caldecott leads buyout to set up new wealth business
Will continue to run Melchior Global Conservative fund
10/11/2017
Harrods Bank launches top-paying fixed-rate savings bond
They will be given the profit earned up to that point.
10/11/2017
PraxisIFM extends global reach with acquisition
Kompas International is a service provider with a long-standing client base, led by managers with decades of experience in the industry.
10/11/2017
Arbuthnot Banking Group reports jump in third quarter loans
Group is also in active dialogue with management teams.
10/11/2017
Old Mutual Wealth responds to regulatory push by offering DB transfer training
Pension transfers have fast become a mainstream topic for consumers and current market practices are under review by the regulator.
10/11/2017
Ex-Brewin bond head 'extremely excited' by new opportunity
Bridport head of investment management Jason Jones said the firm had been patient in waiting for the right opportunity to expand its asset management offering.
10/11/2017
Van Lanschot Kempen's shareholders agree to proposed return of capital
The proposed return of capital represents the next step in the implementation of Van Lanschot Kempen's capital strategy.
10/10/2017
Coutts - Weekly Investment View
Coutts portfolios continue to perform
10/10/2017
St. James’s Place – 'Stocks continue to rise through political storm'
Economic and budgetary indicators for the UK carried little good news, as Theresa May suffered leadership jitters
10/10/2017
Wealth boutique to buy US firm to 'accelerate growth'
The acquisition signals a clear and differentiated strategic direction for EWG.