04/06/2018
Portugal launches new investment fund path to golden visa
As real estate demand in Portugal outstrips supply, the government has introduced a new investment route to its golden visa programme
Wealth and Asset Management
04/06/2018
Avoiding the "Michael Fish Moment" Behavioural Finance and the Family Office
That weather event became known as the Great Storm of 1987—the most destructive since 1703—which left 18 people dead and caused damage that when converted into a 2017 equivalent totalled £5 billion ($6.6 billion).
04/06/2018
Julius Baer launches ‘next generation’ fund
The fund is registered for public distribution in Switzerland and is available in different European countries.
04/06/2018
OMGI increases US offshore and Latin American presence
The London-based asset management specialist said that it has entered into a new agreement with recently launched The AMCS Group, whose official brand will be announced soon.
04/06/2018
Swisscanto Asset Management International mandates SGSS for cross-border fund distribution
Société Générale Securities Services (SGSS) has been mandated by Swisscanto Asset Management International to provide cross-border support services for fund distribution in five European countries.
04/05/2018
Slashed Rathbones fund fee fails to stymie outflows
In total, Morningstar estimates the fund has lost £34.4m over the three-year period to February 2018.
04/05/2018
Chinese Firm Wraps Up Liechtenstein Bank
A Chinese finance firm has wrapped up a deal to buy a private bank in Liechtenstein. It is the most recent of a spate of Chinese deals in Europe's finance hubs. What is the attraction?
04/05/2018
deVere expands in Germany with new Munich offices
deVere Group has expanded its deVere Germany brand into the Bavarian capital with offices located near Marienplatz, the city’s most iconic square.
04/05/2018
Technology trouble - St. James’s Place
Tech stocks were the main exception as markets enjoyed a short-lived lull in trade and political tensions, while the UK entered its final year before Brexit.
04/05/2018
PraxisIFM adds to Netherlands presence
The acquisition was announced in November 2017 and completed on 30 March 2018.
04/04/2018
How are family offices dealing with compliance?
For Single Family Offices financial regulators do not perceive their activities as a threat to consumers or financial stability.
04/04/2018
Guernsey aiming to be ‘green investment’ leader
Compliance with green criteria will be required and it will be open to all types of funds.
04/04/2018
IFG won't sell off UK wealth division
IFG said yesterday that it had reviewed the non-binding indicative offers that had been made for Saunderson House and that they had been "in line with market expectations".
04/03/2018
How a Citizens’ Wealth Fund can tackle wealth inequality and deliver a universal minimum inheritance
These stark inequalities exist between individuals and families, between areas of the country, generations and genders, and between people from different ethnicities and class backgrounds.
04/03/2018
Saunderson House owner abandons sale
Number of offers
04/03/2018
Swiss bankers’ hopes for EU access dashed by Brexit
Technical talks on cross-border business have become ‘very political’
04/03/2018
Julius Baer to Open Berlin Branch
The company has currently branches operative in Duesseldorf, Frankfurt, Hamburg, Kiel, Mannheim, Munich, Stuttgart, Wuerzburg and, starting in the summer, in Hannover.
04/03/2018
Wealth managers Blackadders invests in future workforce
Dundee-based Blackadders Wealth Management LLP has grown the value of assets under management by 35% in the last year.
04/01/2018
To Bond or Not to Bond... Ezora: the Easter Dilemma by Penny Lovell
What I need right now is some of the clever, independent thought that Sanlam has shown when it comes to successfully managing our client’s investments.
04/01/2018
UBS to seek fund manager savings from wealth management merger
Swiss bank aims to use the heft of its $2tn assets to win discounts