10/22/2017
Carlyle joins battle for OMGI fund business
Four parties eye the £25bn investment arm run by star UK manager Richard Buxton
Wealth and Asset Management
10/20/2017
Private banks coming late to the party in wealth management
How banks need to learn to offer a holistic service
10/20/2017
Family offices: a history of stewardship
Why focusing on performance figures misses the point
10/19/2017
Schroders assets leap to new record high
In total, the assets it both managed and advised were £430.2bn, up 9 per cent over the same period.
10/19/2017
Liechtenstein Private Bank changes hands For $59.7 Million
Assets under management of over 1 billion Swiss Franc as of Sept 30, 2017.
10/19/2017
Moneyfarm raises fees as it prepares for expansion
This will be tiered to 0.6% for up to £100,000, 0.5% up to £500,000 and 0.4% thereafter.
10/18/2017
Rathbones ethical and fund units lead on asset gathering
We are well positioned for the future and will continue to pursue growth opportunities both organically and through acquisition.
10/18/2017
Network Online With New Coutts Connect Service
For centuries, Coutts has gone beyond the ordinary role of a bank by introducing our influential and successful clients to each other so that together they can achieve great things.
10/18/2017
PraxisIFM extends its Pension Servicing offering with acquisition
PraxisIFM is acquiring 50% of RiskCo Group by way of a share exchange and a subscription for new shares in RiskCo
10/18/2017
Signia Accuses Co-Founder Of Fiddling £33k Expenses
Signia Wealth VS Co-Founder Nathalie Dauriac
10/18/2017
Clarity Capital Launches Socially-Responsible Investment (SRI) Strategy
The company is working with Greeneye, an advisory firm specializing in socially-responsible investments, in order to implement this initiative.
10/17/2017
More IFAs on the hunt for acquisitions than selling up
The UK firm acts for both seller and acquirer as an independent party as an alternative to corporate finance or a broker.
10/16/2017
Spain’s Continental Wealth Mgmt reported to close
It isn’t known how long Continental Wealth was in business but sources say it has been transferring pensions out of the UK, mainly on behalf of expatriate Britons living in Spain and Portugal, for years.
10/16/2017
This is what you’ll be paid at Point72 Asset Management in London
Point72 also has seven partners, including its UK parent company Point72 UK Limited, which is up from three in 2015.
10/16/2017
Liontrust managers buy into largest asset manager in Europe
Russ has also bought into Italian asset managers Anima and Azimut as a play on Italy’s high savings rate.
10/13/2017
Queen's bank goes for younger clients as rivals try to steal crown
We don't want to live in the history or live in the past.
10/13/2017
Nedbank Private Wealth again recognised for International and UK excellence
The Best International Wealth Management Provider award was open to financial advisers, banks and wealth management boutiques providing wealth management services to UK clients.
10/13/2017
Schroders pays £200m for No1 Spinningfields
The Liverpool market has also shown a healthy investor appetite for offices this year.
10/13/2017
Vontobel unites sustainable and thematic boutiques under PM head
He joined Vontobel Asset Management in 2006 and has been responsible for portfolio management for institutional clients and investment funds.
10/12/2017
Citigroup picks Luxembourg for EU private bank hub
US bank prepares to serve wealthy clients in case of ‘hard Brexit’ trade barriers