07/13/2018
Pub Club with Andrew Davies, LGT Vestra
Davies last met us in 2016 not long after the office had opened and he had made the move from Barclays Wealth & Investment.
Wealth and Asset Management
07/13/2018
GAM expects increase in pre-tax profits
All the aforementioned figures for the first half of 2018 are estimates and the final results will be released on 31 July 2018.
07/12/2018
Sector organisations hope to raise extra £2bn from wealthy people
The Charities Aid Foundation and 70 wealthy people have agreed to collaborate in the as yet unnamed venture
07/12/2018
Liontrust reports net inflows of £320m in Q2
‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’
07/12/2018
UBP expands its euro fixed-income offering
The fund is currently available to investors in Austria, Denmark, Finland, France, Germany, Italy, Luxembourg, the Netherlands, Norway, Sweden, Switzerland, and the United Kingdom.
07/12/2018
Berenberg wins first FTSE 100 broking client
Germany's oldest bank that is trying to win more work with the UK's largest companies
07/11/2018
Harwood Wealth takes advantage of consolidation
The spree included four independent financial advisers, while non-binding terms were agreed with a further 18 companies.
07/11/2018
Ireland is new favourite for wealthy Chinese emigrants
The findings in the report, carried out by Hurun in association with immigration legal services provider Visas Consulting Group, are based on a survey of 224 Chinese high net worth individuals.
07/11/2018
STEP renews MPI contract
The new system will be rolled out from September 2018.
07/11/2018
Old Mutual Wealth buys £100m Carlisle IFA
The new advisers 'bring high-quality expertise
07/10/2018
Jupiter unveils absolute return fund in Merlin multi-manager range
Run by Independent Funds team
07/10/2018
Old Mutual and Friends Provident facing prospect of multi-million pound class action over mis-selling claims
UCIS are not available to regular investors in the UK due to their risk and the fact that they are not covered by the oversight of watchdog the Financial Conduct Authority.
07/10/2018
Former Zurich boss sets up HNW broker
We don’t have the pressures and challenges that can come with size
07/10/2018
Ex-Odey wealth director opens up family office to market
Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.
07/09/2018
Wealth manager to add €3bn to assets under management
Company intends to grow its new business assets to €30 billion by end of 2019
07/06/2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey
07/06/2018
VP Bank Ltd to expand operations in Asia
Having been in the private banking industries in Hong Kong and Singapore for more than 25 years, what were her reasons for her latest move?
07/06/2018
Qatari cash expands wealth firm tied to Hong Kong real estate
LJ Partnership is seeking to expand globally
07/06/2018
Schroders WM CIO names four mega trends to follow
Companies that don’t invest in it eventually hit a brick wall
07/06/2018
RAM AI to open Milan office
The new office will focus on distribution, while asset management activity will remain in Switzerland.