02/01/2019
Kingswood Holdings swoops on Oxfordshire based advisor
The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice
Wealth and Asset Management
01/31/2019
Citi’s Rankin: ESG funds need ‘stress-test’ moment to progress
It is not cynicism but more scepticism we are seeing from some quarters.
01/31/2019
Quilter buys another two advice firms
The firm’s financial planning director, Nick Heys, will stay with Quilter as a financial planner.
01/31/2019
Unexplained Wealth Orders ‘should be used outside of London for greater impact’
The real long term benefit of UWOs to the government may lie outside of London.
01/31/2019
UBS bets on investment banking, wealth tie-up in bid for growth
Prior to taking on the bank's regional leadership in wealth management last year, Novakovic headed the Zurich-based lender's Swiss investment banking and corporate client businesses
01/30/2019
Santander Puts UBS on Notice
Santander had long been a key client of Orcel
01/29/2019
Credit Suisse extends Germany offer to external asset managers & fund managers
The offer is characterised in particular by a high process speed and simultaneous fulfillment of all regulatory requirements.
01/29/2019
Wealthy investors keep half their money in cash
This trend could be seen across age groups, with 31 per cent of under 35-year olds holding cash compared to 41 per cent of over 40s.
01/29/2019
That’s rich: sales of £15m-plus properties surge as super-wealthy pick up ‘bargains’
In 2017 there were just 51 sales in this price bracket, with a total value of £1.4bn, Savills said.
01/29/2019
Hargreaves Lansdown reports asset decline
rexit is on the horizon, and until certainty is reached, it will continue to impact markets and consumer confidence.
01/29/2019
Credit Suisse expands external asset management business
Kogler joined Credit Suisse in the autumn of 2018.
01/29/2019
Wealth manager acquires Newcastle IFA
The firm has an annual turnover in excess of £300,000 with funds under management of £50m and strong recurring income.
01/29/2019
Hargreaves Lansdown eyes £1 trillion wealth opportunity
Hill believes the business is well positioned to continue to prosper despite the market uncertainty.
01/29/2019
Canaccord Genuity buys Midlands adviser
Canaccord Genuity expands its regional UK coverage with the addition of an award-winning financial advisory firm
01/28/2019
Rothschilds Sell Last Piece of Austrian Empire After 200 Years
Deal said to value Austrian forest at more than $100 million
01/28/2019
Nucleus latest platform to take AUA hit from bleak Q4
Net inflows for 2018 were £1.2bn, compared to £1.7bn for 2017, which Nucleus attributes to “continued investor caution”.
01/28/2019
UBS Slowdown to Affect Bonus Pool
The main businesses to be hit by lower bonus payments are Asia and Europe.
01/27/2019
Are these the solutions to achieve the United Nations Sustainable Development Goals?
Dive into the critical factors needed to accelerate progress towards tackling the Sustainable Development Goals.
01/27/2019
Globalisation has faltered
It is now being reshaped
01/27/2019
Rising Star at Sanlam Named Young Investment Woman of the Year
The awards are an opportunity to celebrate women who are making a difference in the industry