04/15/2018
Mining for millennials
By 2020, the aggregated net worth of global millennials is estimated to hit between $19tr and $24tr
Wealth and Asset Management
04/13/2018
Ermotti Says Swissness Is Key for UBS Staying No. 1 in Wealth
Ermotti’s comments tempered his previous remarks made in a Bloomberg Markets interview last year.
04/13/2018
Here comes Citi ...
The first-quarter results are expected to be smoother and more constructive for banks in general.
04/12/2018
Coutts launches private networking site exclusively for clients
The only, yet important entry criterion is that the user must be an existing client of the private bank.
04/12/2018
JOHCM launches global multi-asset income fund
It will have an annual management charge of 0.65% for 'A' shares and 1.75% for 'B' shares.
04/11/2018
US firm Raymond James ‘discussed shifting London brokerage to Frankfurt’
The wealth manager and investment banking firm opened its office in the German city last summer.
04/11/2018
Paradox of the HNW mortgage market
The expansion of capacity has coincided with subdued demand, despite a return of prices in prime Central London to the levels of 2014 and 2015
04/11/2018
Liontrust assets hit £10bn after ATI acquisition
Chief executive John Ions said the acquisition had positioned the firm with ‘not only with critical mass but a fantastic track record from a long established team.
04/10/2018
Fairstone poised to buy nine IFAs this year
Fairstone is set to acquire IFA firms in Leicester and Stockton-on-Tees and anticipates it will line up seven more acquisitions this year.
04/10/2018
Prestigious speakers at SGG Crossroads event
This exclusive event will focus on how ‘the finance industry can contribute to a better society’. It will attract an international executive audience of 150 participants active in the alternative fund industry: asset managers as well as lawyer
04/10/2018
Voices 2018 winners announced!
The competition judges included writers, authors, poets and journalists, with a special interest in, or personal experience of the care system,
04/10/2018
Pictet multi-asset boss Percival Stanion dies
‘Percival was an equity partner who joined Pictet in 2014 to head Pictet Asset Management’s international multi-asset business, based in London,' said a spokesperson for Pictet Asset Management.
04/10/2018
Credit Suisse and Carmignac launch multi-asset EM fund
Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.
04/09/2018
Four reasons for confidence despite market woes - Coutts
All this has shaken market sentiment, with most major indices around the world falling last week.
04/09/2018
Winners of annual Wealth Management Awards revealed
The winners of the World Finance Wealth Management Awards, 2017, have demonstrated confidence in avoiding such pitfalls.
04/09/2018
Sorbus Partners – the multi-family office taking off in the Midlands
The advantage of being placed in London are minimal but the costs – especially in terms of staff time consumed in commuting – are significant.
04/09/2018
City frets that Rathbones’ tilt at Scottish wealth manager could prove too costly
The deal would value Glasgow-based Speirs & Jeffrey at nearly 28 times earnings — against a valuation in the sector of between 15 and 20 times.
04/09/2018
Consolidator swoops on South Yorkshire IFA
It’s the wealth consolidator's fifth such acquisition this financial year and third since the beginning of January.
04/09/2018
Historic Hargreave Hale name to be dropped
The business will now carry on as CGWM while the integration of the two businesses is expected to continue through to 2019.
04/08/2018
Rathbone Brothers and Permira are preparing a bidding war for the Scottish stockbroker
The move comes less than a year after the pair were embroiled in a bidding war after wealth manager Tilney