01/31/2017
John Clougherty on Fidelity's place in the market
The number of fund groups offering UK customers funds in five years’ time will be substantially lower than it is today.
Wealth and Asset Management
01/31/2017
Charles Stanley Sees More Trading And Improved Revenue In Quarter
The group reported in November of last year that it had concluded the remuneration consultation.
01/31/2017
Spain’s Bankia profits plunge as low rates bite
The bank blamed the 22.7% net profit drop to 804m euros partly on the negative interest rate environment experienced throughout the year
01/31/2017
Fund sales tumble £12.1bn in 'extraordinary' year
Passive funds under management hit an all time high of £141 billion.
01/31/2017
SJP to launch Rowan Dartington in Asia by end of June
St James’s Place is set to roll out services from discretionary fund manager Rowan Dartington across its Asian operations during the first half of this year, according to Mike Gravestock, international partnership director.
01/31/2017
More to Wealth Lecture by Alain de Botton
The School of Life brings together some of the best thinking from over 2,000 years of human culture
01/30/2017
Investment milestone for Cheshire management firm
The business manages £595m of assets in total, for more than 850 families.
01/30/2017
Quilter Cheviot Acquire Attivo Investment Management Limited
This development demonstrates our commitment to a proactive growth strategy and is a statement of our confidence in the UK’s economy.
01/30/2017
Barclays Says Sayonara as Private Bankers Exit Japan
The alliance in Japan which dates back to 2010, will now see the U.K. bank dilute its wealth-management business in the country.
01/30/2017
Savior of Private Banking?
Why is UBS so concerned about how comfortable the wealthy feel investing?
01/30/2017
Tilney Bestinvest rebrands as the Tilney Group
The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.
01/27/2017
Swiss private banks see asset influx after US election: Baer CEO
While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.
01/27/2017
Ex-Credit Suisse managers launch German boutique
Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.
01/27/2017
Swiss private banks see asset influx after U.S. election: Baer CEO
Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape
01/27/2017
Ryley Wealth Management expands with acquisition
We are delighted to be part of the bigger team.
01/27/2017
UBS sees investor outflows even as it beats profit expectations
UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities
01/27/2017
UBS hopes Trump-led rally will help boost wealth management
We have begun to observe improved investor confidence.
01/27/2017
Sandaire launches real estate joint venture
Our collaboration offers an enhanced service to family office clients
01/26/2017
Schroders launches first high yield fund using the “value approach”
The value approach will enable the team to identify opportunities in out of favour market segments with the aim of providing investors with a high total return.
01/26/2017
Private Client Group announces record quarterly net revenues
Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter