12/22/2016
London Masterclass To Consider Impact of Brexit On Fundraising
Guernsey Finance Chief Executive Dominic Wheatley said the UK’s vote to leave the European Union had posed many questions for the funds industry
Wealth and Asset Management
12/22/2016
Mysterious times: 2017's challenges for wealth and fund firms
In a report on the industry, EY highlights eight key areas of focus next year.
12/21/2016
Chartered status for Nottingham wealth management company
All Chartered Financial Planners are required to demonstrate their commitment to the CII’s Code of Ethics
12/21/2016
Vistra Announces Acquisition
We are pleased to have reached an agreement with Vistra. For Jordans to become part of Vistra, with its wide global footprint,
12/21/2016
Praxis Fund Services (UK) assists with the launch IPO for Bellevue Asset Management AG
The investment objective of BB Healthcare Trust plc is to provide shareholders with capital growth and income over the long-term, through investment in listed or quoted global healthcare companies.
12/21/2016
Qumram celebrates three coveted RegTech award successes in private banking and wealth management
The awards awarded by banking professionals, recognizing the vendors that are best positioned to help Qumram meet mission critical business challenges
12/21/2016
Ex deVere MD Mike Coady starts new job ‘with immediate effect’
Former managing director of deVere UK Mike Coady has become chief commercial officer ‘with immediate effect’ at rival firm Guardian Wealth Management.
12/21/2016
This businessman's firm has just spent £10m buying four more companies
As consumer demand for quality advice increases, so too do regulatory and commercial pressures
12/20/2016
Wealth manager bemoans "one of the toughest industry environments" since 2008, but is hopeful for 2017
WH Ireland said that during the course of the year assets under management and administration in its wealth management division have risen to around £3bn.
12/19/2016
Liechtenstein private bank LGT mulls further Asian acquisitions
LGT expects to see its assets under management in Asia rise
12/19/2016
Deutsche axes bonuses to pay toxic loans fine
Top bankers to miss out on payouts as lender braces for giant US settlement
12/19/2016
Bank of Singapore eyes London foothold
Asian private bank weighs UK branch in light of pound’s slide following Brexit vote
12/19/2016
BNP Paribas navigates choppy Brexit waters
Bank’s wealth management arm says the UK will remain a very important offshore centre
12/19/2016
Brewin Dolphin to buy asset management business for £28m
Brewin said it expected the addition to enhance earnings after the first year, while, on a pro forma basis, its funds under management is anticipated to increase to £36.1bn.
12/19/2016
WH Ireland cautiously optimistic about year ahead
The majority of the exceptional costs associated with this change will be taken in 2016, and as such will be fully disclosed within the annual results.
12/19/2016
World-first listing on CISE for global bitcoin fund
GABI was launched in 2014 as the world’s first regulated bitcoin fund when it received certification as an Expert Fund from the Jersey Financial Services Commission.
12/19/2016
Arbuthnot Latham snaps up Duncan Lawrie loan book
The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.
12/16/2016
Family office wraps up first annual fund at $166 mln
According to the firm, the investments will give them exposure to between 50 and 100 portfolio companies.
12/16/2016
Former Coutts & Co Trustees relaunches under Highvern brand
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
‘Once in a lifetime deal’ for Amundi and Pioneer
Difficult integration expected in drive to create European rival to BlackRock