10/23/2017
Rathbone Greenbank reaches £1 billion in funds under management as ethical investing becomes more mainstream
John David, Head of Rathbone Greenbank Investments, said “The UK has become a hub for innovation in sustainable investment.
Wealth and Asset Management
10/23/2017
Julius Baer upgrades Dublin office for Brexit boom
This is an important move for Julius Baer
10/23/2017
Zurich-based wealth firm set for London launch
The latest firm to seek authorisation from the Financial Conduct Authority is Zurich-based Global Wealth Management
10/23/2017
Only 25% of complaints against SJP upheld
The firm hit headlines earlier in 2017 after Which?
10/23/2017
Future Life named among UK’s top advisors
It is also a great tribute to my hard-working staff, who are all hand-picked and dedicated to their jobs.
10/22/2017
An Odyssey – from the Greek Isles to the heart of Wealth Management by Penny Lovell
The works of Plato and Aristotle, for example, are still taught, studied, and debated the world-over, despite being over 2300 years old. Rapid progress has been made since then: new philosophies, modes of thinking, ideas, and civilisations have evolved si
10/22/2017
Carlyle joins battle for OMGI fund business
Four parties eye the £25bn investment arm run by star UK manager Richard Buxton
10/20/2017
Private banks coming late to the party in wealth management
How banks need to learn to offer a holistic service
10/20/2017
Family offices: a history of stewardship
Why focusing on performance figures misses the point
10/19/2017
Schroders assets leap to new record high
In total, the assets it both managed and advised were £430.2bn, up 9 per cent over the same period.
10/19/2017
Liechtenstein Private Bank changes hands For $59.7 Million
Assets under management of over 1 billion Swiss Franc as of Sept 30, 2017.
10/19/2017
Moneyfarm raises fees as it prepares for expansion
This will be tiered to 0.6% for up to £100,000, 0.5% up to £500,000 and 0.4% thereafter.
10/18/2017
Rathbones ethical and fund units lead on asset gathering
We are well positioned for the future and will continue to pursue growth opportunities both organically and through acquisition.
10/18/2017
Network Online With New Coutts Connect Service
For centuries, Coutts has gone beyond the ordinary role of a bank by introducing our influential and successful clients to each other so that together they can achieve great things.
10/18/2017
PraxisIFM extends its Pension Servicing offering with acquisition
PraxisIFM is acquiring 50% of RiskCo Group by way of a share exchange and a subscription for new shares in RiskCo
10/18/2017
Signia Accuses Co-Founder Of Fiddling £33k Expenses
Signia Wealth VS Co-Founder Nathalie Dauriac
10/18/2017
Clarity Capital Launches Socially-Responsible Investment (SRI) Strategy
The company is working with Greeneye, an advisory firm specializing in socially-responsible investments, in order to implement this initiative.
10/17/2017
More IFAs on the hunt for acquisitions than selling up
The UK firm acts for both seller and acquirer as an independent party as an alternative to corporate finance or a broker.
10/16/2017
Spain’s Continental Wealth Mgmt reported to close
It isn’t known how long Continental Wealth was in business but sources say it has been transferring pensions out of the UK, mainly on behalf of expatriate Britons living in Spain and Portugal, for years.
10/16/2017
This is what you’ll be paid at Point72 Asset Management in London
Point72 also has seven partners, including its UK parent company Point72 UK Limited, which is up from three in 2015.