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Wealth and Asset Management

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

01/26/2017

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

01/26/2017

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

01/26/2017

Ten private wealth resolutions for every HNW

There is a lasting power of attorney for your property and financial affairs and a separate one for your health and welfare and you can make one or both.

01/25/2017

London is top city for wealthy property investors

It reveals that 10% of ultra-high net worth individuals those with a net worth of $30 million or more own five properties or more.

01/25/2017

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

01/25/2017

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

01/24/2017

WH Ireland sells freehold property in Manchester

The company would use the sale proceeds for general corporate purposes.

01/24/2017

Fairstone bolsters Yorkshire presence with adviser acquisition

The deal was agreed under Fairstone's downstream buyout model.

01/24/2017

SJP clients offered free advice by IFA amid concerns over charges

We’ll audit, analyse and advise you on your SJP funds and what your next move should be based on what’s in your best interests.

01/24/2017

Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firms For 2017

Regulatory changes and technological advances are shifting the wealth management landscape

01/24/2017

Sanlam Four adds Strategic Bond fund to range

The Strategic Bond fund will be a great addition to the Sanlam Four range of funds.

01/23/2017

Asset managers to face tougher systemic risk tests

Europe’s main markets regulator head says there will be increased scrutiny for sector

01/23/2017

Bank of Ireland fund seeks €100m to invest outside Ireland

Fund aimed at high-net-worth clients targets annual returns of 9-11 per cent

01/23/2017

Minister heralds inaugural Old Mutual International and MyBnk ‘Money Skills for Schools’ Week

MyBnk’s financial education experts and Old Mutual International volunteers will deliver award-winning programmes to over 600 Year 12 and 13 secondary school students.

01/20/2017

ZEDRA takes home the Silver at the CityWealth IFC Awards

ZEDRA Geneva was there to collect the ‘Silver’ for Swiss Trust Company of the Year.

01/20/2017

Close Brothers confident after strong H1

Banking division generated strong returns and profit growth during start of financial year

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Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen

03-05-2026

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03-05-2026

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03-02-2026

Ninety-Six Partners strengthens its governance on the occasion of its 30th anniversary

03-05-2026

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03-05-2026

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03-06-2026

Track to the Future with Lansdowne Partners’ Hamilton: ‘The tide could be turning towards real assets’

03-06-2026

Söderberg & Partners invests in three UK advice firms

03-06-2026

Track to the Future with Lansdowne Partners’ Hamilton: ‘The tide could be turning towards real assets’

03-06-2026

Nomura appoints sustainable equities head

03-06-2026

Söderberg & Partners invests in three UK advice firms

03-06-2026

As Tax Year End Nears, Bestinvest’s Latest ‘Best Funds List’ Highlights the Top Fund Picks Favoured by its Research Specialists

03-06-2026

Just 38% of UK adults have wills in place despite need for financial preparation

03-06-2026

Aviva plc 2025 results announcement

03-06-2026

Investcorp Announces Close of Second GP Staking Fund with $1.1 Billion in Commitments

03-06-2026

Capgemini and McDonald’s renew their strategic partnership with a global multi-year agreement focused on delivering modern, scalable platforms

03-06-2026

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