07/06/2017
Unigestion wins Boutique Asset Manager of the Year
The judges selected Unigestion based on a number of developments at the firm over the past year.
Wealth and Asset Management
07/06/2017
95% of Deutsche Bank Wealth Management strategies generated positive absolute returns in first half
We are proud that we have the ability to tailor our strategies to our clients’ needs
07/05/2017
Wealth management firm set to break through £50m barrier
The Mattioli Woods Structured Products Fund was launched in November 2016
07/05/2017
Coutts Reignites Partnership with Coram
Coutts staff have chosen Coram, the UK’s oldest children’s charity as their new partner.
07/05/2017
Canaccord Genuity buys British investment and wealth management firm
With a history that dates back to 1897, the firm has maintained an unwavering commitment to offering the highest standard of investment management and advice centred on the principles of accessibility, technical excellence and integrity
07/05/2017
Frenkel Topping still open to buyers after profit rise
The government is consulting again on the rate, which may mean that they move down again.
07/04/2017
Top 16 stories in wealth and fund management in H1 2017
We highlight the top 16 stories in the wealth and asset management industries so far in 2017.
07/04/2017
Eastwood Private Clients aims to double in size over two years
Having our own identity while maintaining our close ties with the Eastwood name gives us an excellent platform from which to achieve further growth.
07/04/2017
Mirabaud AM launches private equity business; brings first fund to market
Private equity team to be based in Paris
07/04/2017
Frogs to princes: Arbuthnot Latham’s strategy for growth
We are increasingly hiring bankers who are not London-based.
07/04/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
07/04/2017
EFG International completes another part of the BSI merger
This marks the final step in the legal integration of the BSI entities into EFG, achieved on schedule.
07/03/2017
Bellpenny and Ascot Lloyd merge to create £6bn business.
The merger completed on 1 July.
07/03/2017
AFH completes purchases of three more IFA firms
For £1.9m combined maximum price
07/03/2017
UBS Overhauls European Wealth Business, Revamps Management
UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt
07/03/2017
Wealth management firm to expand East Mids business
UBS has an unrivalled regional footprint
07/03/2017
Duo of deals boost growth at Fairstone
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Cains fiduciary business changes hands
Integration of the two businesses will start in August.
07/02/2017
St. James’s Place chief to focus on Asia after stepping down from top job at year’s end
The FTSE 100 company acquired Henley Group in 2014, enabling it to service the British expatriate market in Hong Kong, Singapore and Shanghai.
06/30/2017
SJP dismisses shift to quant strategies
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.