06/15/2017
Tilney’s Investment Advisory Service Hits £1 Billion AuM
The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.
Wealth and Asset Management
06/15/2017
Wealth managers shun passive investments
Cheaper funds remain a small part of most portfolios
06/15/2017
Wealth managers’ alternatives exposure reaches record high in 2017
The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.
06/14/2017
Charles Stanley swings back to profit
Funds under management grew by 17 per cent to £24bn.
06/14/2017
Rothschild’s diversification strategy starts to pay off
Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March
06/14/2017
Brexit to prompt 'very few changes' at Rothschild as revenue soars
This rise came as both the number and value of global M&A deals across the market declined in 2016
06/14/2017
Equilibrium Asset Management on course for record-breaking year
The Wilmslow-based chartered wealth management company has landed £75m of new assets under management
06/13/2017
GAM’s Model Portfolio Service reaches GBP 1 billion milestone
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.
06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
Guernsey expert joining impact investment panel in New York
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
Martin Cawley of Devonshire Wealth Management
The bottom line is how they manage money in good times and bad.
06/13/2017
Profit margins squeezed at global wealth managers
Higher regulatory requirements and greater transparency have hit fees
06/12/2017
'Behind every business there is a family' by Penny Lovell
The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.
06/12/2017
Deutsche wealth arm seeks 100 hires for super-rich push
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.
06/12/2017
Stonehage Fleming acquires art wealth firm
The business was bought for an undisclosed sum.
06/12/2017
Role reversal: How advisers stole a march on high-net-worth market
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Ex-England cricketer launches investment firm
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/12/2017
Dealmakers: the top wealth and fund deals since 2009
It’s only when you dig through years of stories that you realise just how much movement there has been in that time
06/10/2017
Credit Suisse to cut further 1,500 jobs in cost-cutting drive
The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.
06/10/2017
Slow adoption of technology hurts asset managers
Money managers at risk of losing market share to digitally savvy disrupters