08/04/2016
Investment trust platform purchases slip in Q1
Alliance Trust Savings was in second place with a 19 per cent market share, followed by Ascentric at 15 per cent.
Wealth and Asset Management
08/04/2016
Monthly Investment Perspective - Coutts
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/03/2016
Wealth firm snaps up £16m discretionary manager
He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.
08/03/2016
Shattered Wealth Dreams
Managing the portfolios of wealthy private customer seems to be a sure-fire way to make money. But it may become the next disappointment in the global banking business.
08/03/2016
Standard Chartered «Improves» as Profits Fall Hard
The London listed bank reported an underlying pre-tax profit of $994m for the six months to June 30, down from $1.8bn in the same period in 2015.
08/03/2016
Wealthy Investors to Reduce UK Exposure Following Brexit Vote
According to a deVere Group poll of clients, 69% intend to decrease their investment exposure to the UK for the remainder of 2016
08/03/2016
GAM profits slump
Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees
08/02/2016
IFA in national push with Dorset acquisition
The nine-strong firm will continue to trade as Harvard Financial Management, part of the Ascot Lloyd Group, following the acquisition.
08/01/2016
The fabulous lives of the world's richest teenagers
New documentary looks at the astounding privileges enjoyed by the children of the one per cent
08/01/2016
Top ten reads for the summer holidays by Penny Lovell
‘A Room without books is like a body without a soul’ Marcus Tullius Cicero
08/01/2016
The Nasty Virus of Negative Interest Rates by Justin Urquhart Stewart
It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…
08/01/2016
Brexit visa promises for City fund staff
UK asset managers pledge to pay for visas for EU employees based in London
08/01/2016
Wealth managers face slowdown in assets under management
Wealth management industry will need to redesign the ‘core’ high-net worth service model
08/01/2016
Why I've bought more shares in the UK house builders after Brexit, by investor of £2 billion
And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.
08/01/2016
Ex-Barclays ‘Musketeer’ Assembles Stellar Cast for New Boutique
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
DeVere poll suggests HNWIs now look to reduce exposure to UK risk
The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.
08/01/2016
Troy tops Sanlam equity income study as 8 funds go grey
The report’s author, Charles Brand, highlighted how the marker was set at the start of the year after the US raised rates in December 2015.
08/01/2016
Smaller wealth management firms at risk as M&A deals reach eight-year high
There were 124 M&A deals between wealth management firms in 2015, a fresh high during the eight years of tracking by Scorpio Partnership.
08/01/2016
Asset managers push back against activist pension funds
Attempts are being resisted to improve standards at listed UK companies
08/01/2016
Ex-Investec W&I multi-asset duo launch boutique
Laurence Boyle says the firm will run the same proposition as he did at Investec