10/20/2016
GAM Sees Significant Profitability Drop This Year on Volatility
Frequent bouts of volatility amid sideways markets have led to risk aversion among clients.
Wealth and Asset Management
10/20/2016
Small is still key for City Asset Management
Four years on from being Wealth Manager cover star, Coghill also discusses the impact of increasing regulation on her family-run business.
10/20/2016
New world order: Have Hargreaves and SJP had their day in the sun?
Perhaps controversially, analysts also point to advice-led models being better positioned for the financial services market of the future.
10/19/2016
Progeny Launches New Venture
Progeny Asset Management’s launch is a crucial milestone for Progeny
10/19/2016
Handelsbanken remains optimistic about UK operations
Netherlands and Britain as areas with growth potential, despite Britain's Brexit vote
10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.
10/19/2016
Standard Bank claims industry award
It's the 17th time the awards ceremony has taken place.
10/18/2016
UBS spending $1 billion on IT overhaul
UBS did not give an estimate for the savings envisaged.
10/18/2016
Rathbones Strengthens Charity Offer with New Fund Launch
The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.
10/18/2016
Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight
Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.
10/18/2016
Stenham and Credit Suisse form CI wealth management arm
Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.
10/18/2016
Firms expected to rush in after China rule changes
The June announcement has left a number of top global money managers looking to set up operations in China
10/17/2016
Leeds-based wealth management company acquire London firm PQR
TPO was founded in Leeds in 2008 and launched its London base in 2013.
10/17/2016
Harefield-based RGA joins Fairstone Group
Deal adds £65m funds under management
10/14/2016
7IM Paraplanner roadshows offer CPD
The first event took place at 7IM and the London Metal Exchange's offices.
10/14/2016
Man Group Jumps Most in Six Years After Net Inflows Surprise
The net inflows were driven largely by the appetite of institutional clients for our quant alternative and quant long only strategies.
10/13/2016
Ascot Lloyd mulls AIM listing to fund expansion plans
The independent advice firm is currently in talks with investors about the possible listing but would divulge no further details at this stage.
10/13/2016
Sanlam combines DFM and advice arms
The South African insurer says that the restructure is part of a plan to provide “holistic advice, investment and asset management” in the UK.
10/13/2016
Societe Generale says looking to cut workforce in Switzerland
The private banking activity of Societe Generale in Switzerland is considering reducing its workforce
10/13/2016
UBS/PwC Billionaires Report reveals billionaire wealth declining by $300 billion
Average billionaire wealth dropped from $4.0 billion to $3.7 billion