04/20/2017
Schroders agrees to buy Swiss private equity firm
The acquisition of Adveq accelerates the growth of Schroders’ private assets business and complements existing capabilities and expertise in the real estate and infrastructure finance sectors.
04/20/2017
Peter Flavel, CEO of Coutts, said: “It’s a great time for Coutts. In 2016, we grew our investment AUM by £2bn, our investment performance sits at the top quartile over 1 and 3 years and our disciplined investment process and principles c
04/19/2017
Some setback for markets still seems overdue: March’s brief dip does not qualify. Several potential geopolitical flashpoints outside the US and Europe could trigger one. The calendar itself is becoming less friendly.
04/18/2017
Swiss asset manager posts a quarter of net inflows and says turnaround is on track but its activist opponent has picked up another supporter
04/18/2017
UK wealth manager opens South Africa office
Based in Johannesburg, the new office will be led by Paul Heber, who has extensive experience in wealth management in the region.
04/16/2017
The Times said Roy must raise 1.3 billion pounds in bail and has a deadline of Monday to deposit several hundred million pounds to the Indian regulator.
04/13/2017
The forthcoming closure means 39 full time members of staff in both the bank and the fiduciary services company are losing their jobs.
04/13/2017
London to remain a competitive global wealth management hub
04/13/2017
‘It can be a difficult conversation, because we are in a context of value underperforming for about the last seven years, and it can be scary when something works so well!’
04/13/2017
The boutique fund manager has bounced back after sluggish growth in the aftermath of the Brexit referendum with the former Miton-duo Georgina Hamilton and George Godber setting up a UK Value long only UCITS fund earlier this year.
04/12/2017
The deal sees Embark pay £2m upfront for the firm, £1m after the first year and a further £1m once certain targets are met.
04/12/2017
The Guernsey-registered business, with assets under administration in excess of $40bn and revenues of more than £30m, has around 300 staff across 10 jurisdictions
04/12/2017
The Equality Wealth service was first launched and piloted in Hong Kong
04/12/2017
People increasingly have to provide for their own retirement or save extortionate amounts to get on housing ladder.
04/12/2017
Fund managers need to follow their convictions and keep in line with the wants and needs of their clients.
04/12/2017
Last year, the firm relocated its Blackpool headquarters to a new purpose built site, paving the way for expansion and a recruitment drive which has resulted in the appointment of more than 31 front and back office staff since the move.
04/11/2017
Chinese Group Buys European Wealth Manager
This transaction is a significant milestone for us and a strong endorsement for our business.
04/10/2017
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
04/10/2017
Singapore's largest bank thinks the recent Brexit vote by the U.K. could lead to more business links between Asia and Britain.
04/10/2017
“Nobody can excel in this complex field alone and I am privileged to be surrounded by exceptional individuals with a real passion for the work they do.”