02/27/2019
VAM Funds signs new discretionary funds management agreement with Sanlam UK
This will be effective from 1 April 2019, subject to regulatory approval.
Wealth and Asset Management
02/27/2019
St. James's Place asset boost drives 9 percent rise in operating profit
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
02/27/2019
Fairstone adds £200m FUM through latest acquisition
Via DBO programme
02/27/2019
Walker Crips blames Brexit for gloomy profit warning
Commentators expect other asset managers and platform firms to report similar woes
02/26/2019
UBS Forecast Has S&P 500 Climbing to a Record by June
The index recently traded close to 2,805, about 4 percent below the record 2,930 reached in September.
02/26/2019
House Prices Will Fall a Further 7pc: UBS Survey
While credit availability remains the top concern for investors, sentiment toward house prices is unlikely to become more negative without an additional catalyst like a policy change, spike in unemployment or a global downturn.
02/26/2019
Top Liechtenstein Bank Announces Launch Of Institutional-Grade Cryptocurrency Exchange
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
Standard Chartered plans cost reduction as private banking loss widens
Compared to last year, wealth management income increased 2% to $305m while retail products income increased 5% to $211m.
02/26/2019
Ascot Wealth Management win Professional Advisor of the Year
The award highlights their exceptional advice processes and commitment to client care.
02/25/2019
Julius Baer eyes wealthy clients in Russia with local entity
Plans are on to hire six to eight relationship managers in this regard and win business in locations far from Moscow.
02/25/2019
Acquisition helps Rathbones assets reach £44bn
Wealth managers have had a difficult period.
02/25/2019
Economic Perspectives by Ruth Lea CBE
In this Perspective Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses the latest UK data
02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
02/24/2019
‘Banking is a business that is built on trust’
It is essential that the rules of doing business within the global financial system are not only well written but also robustly enforced
02/22/2019
Julius Baer Is Hunting for Cautious Millionaires Within Russia
Bank is hiring staff in Russia after founding local entity
02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
02/22/2019
Will the Lloyds-Schroders tie-up become the next SJP?
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined
02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm