09/14/2016
Wealth manager launches two ethical portfolios
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/14/2016
Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.
09/13/2016
CIMCO has funds worth about $22m under management.
09/12/2016
As more and more guests arrived, it became clear that Pennies is definitely gaining a new and powerful momentum. For any new potential converts to Pennies, this fintech charity has in recent years digitized the traditional charity box in order to fit in w
09/12/2016
Ability of fund houses to police pay in other sectors in doubt if pay in own industry is high
09/12/2016
Barings reborn in $275 billion merger
The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.
09/12/2016
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/09/2016
Wealth Managers have three options: they can create, buy or rent Fintech technology.
09/08/2016
We saw this big spike last year around costs and challenge the family office community around it.
09/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
09/08/2016
When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.
09/08/2016
They are trimming stakes in hedge funds, bonds and other similar asset classes in favor of illiquid investments like real estate and private equity.
09/08/2016
Mattioli Woods grew 25 per cent in the year to May 31, 2016
09/08/2016
“The move to our new offices in Bishopsgate will commence ahead of schedule next month"
09/07/2016
UBS may shift as many as 1,500 jobs from London to other regions of Europe following the decision by voters in the U.K. to leave the European Union.
09/07/2016
Our members understand and significantly appreciate the true value of this.
09/07/2016
Adding the funds to Allfunds Bank is intended to boost Liontrust’s international distribution.
09/07/2016
To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius
09/07/2016
Investec Private Banking has broadened its high net worth buy-to-let range with low loan-to-value rates