12/15/2015
Nervy stock markets slow European Wealth's progress
Funds under management have risen by 20% to £1.2bn since the start of the financial year last November.
Wealth and Asset Management
12/14/2015
A Foolish FTSE by Justin Urquhart Stewart
I find it faintly foolish that the main index that is quoted to us every night is one that has only the vaguest connection with the country it is purported to reflect or represent.
12/14/2015
UK Polin: Sanlam UK 'absolutely not up for sale'
Grow organically and through acquisition
12/14/2015
Old Mutual Wealth tipped to list separately from global group
The analysts said they expected Old Mutual Wealth to be separately listed but this would not happen for three years.
12/14/2015
Can Social Wealth Work? by Sebastian Dovey
Last week, trademark application miners discovered the latest digital strategy of one of the most renowned private banks in the world.
12/13/2015
Discussing the dollar – An interview with CBAM's Head of Research, Robert Alster
Yesterday, all my troubles seemed so far away The Beatles, 1965
12/11/2015
DB transfer service launches
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/10/2015
Crestbridge announces new London office
The firm will be providing specialist accounting, reporting and administration services from its central London offices in Charles II Street, St. James's.
12/10/2015
Credit Suisse, Julius Baer eye bids for BTG Pactual's Swiss unit - sources
BSI has been put on the block after its billionaire founder André Esteves was arrested
12/10/2015
Brewin to launch two new wealth services
One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.
12/10/2015
SYZ Asset Management strengthens its analysis and manager selection unit
As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining
12/09/2015
AFH raises £6.5m to back IFA acquisitions
It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.
12/09/2015
Generation Z: a Zeitgeist of Zombies? by Toby Birch
Much effort is expended by marketing companies to deduce the needs and desires of each generation. In doing so their advertising methods and content can be channelled and targeted accordingly.
12/09/2015
Locate.im promotes our quality of life
Locate.im promotes our quality of life A new website which aims to promote the benefits of living and working in the Isle of Man has been launched.
12/09/2015
Wealthy foreigners shy away from UK as investment threshold hits £2m
Just 136 applications made for investor visas in first nine months of the year, with most significant drop among Russian and Chinese people
12/09/2015
Sanlam announces new management structure for UK business
From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.
12/09/2015
UK watchdog says wealth management not always up to scratch
However, some firms need to make substantial improvements in client information practices as well as ensuring the portfolios they manage truly reflect the needs and risk appetite of their customers. The FCA will be following up on these issues with these
12/09/2015
The threats and opportunities for asset managers over the next five years
Impact of digital technology and price pressures
12/08/2015
Positioning a Defensive Strategy "about being realistic and not being too greedy" says Bordier (UK)'s Robinson
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
12/08/2015
Brooks Macdonald moves into Portugal with Generali tie-up
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).