10/16/2015
Guernsey leads the way in offering longevity risk solution
Guernsey's position as the go-to jurisdiction for longevity risk transactions was outlined at a thought leadership event in London on Wednesday.
Wealth and Asset Management
10/16/2015
Ex-Coutts and Morton Fraser directors launch SJP-backed boutiques
Wealth Manager understands that Penvearn will offer both wealth management and financial planning services.
10/16/2015
Brewin’s Martin expects continued growth in Scotland despite departures
In January, six staff members, including three divisional directors, exited Brewin’s Glasgow office to launch a new Scottish hub for rival Rathbones.
10/15/2015
Edmond de Rothschild eyes London growth
Developing the UK is at the centre of our strategy.
10/14/2015
Sanditon Asset Management: we don’t want to conquer world
Sanditon chief executive Rupert Tyer, who also helped establish the firm, underlines the sentiment. ‘We’re low-key people, we don’t go out and bang a drum,’ he told Wealth Manager.
10/14/2015
New Barclays CEO Faces Early Challenge to Fix Wealth Arm
A push into wealth management could help towards growing the dividend
10/14/2015
VAM and Close Brothers AM launch cautious fund
The fund range is managed to the same strategy as CBAM’s discretionary funds of funds proposition.
10/14/2015
Investors Urge HSBC to Speed Up Change
Investors are growing impatient with the bank as its share price continues to slide
10/14/2015
The rise of the family office threatens private banks
Stern said that many multi-family offices are seeing costs rise as they increasingly build in-house managed strategies and services.
10/13/2015
BMO brings £2.2bn absolute return fund onshore
The Ucits fund will be available on a number of platforms with a charge of 0.75% and a 0.55% charge for those investing more than £40 million, as well as additional expenses of 0.6%.
10/13/2015
Wealth manager chooses fund custodian
As a major market player with USD 6.1 trillion in assets under custody
10/13/2015
Don't tell my mother I'm in finance– she thinks I work in a brothel by Tim Price
This was written by Tim Price, London-based wealth manager and editor of Price Value International
10/13/2015
Turcan Connell Asset Management brings in new investors and revamps board
Instead Turcan Connell Asset Management executive directors Alex Montgomery and Haig Bathgate are being given an equity stake.
10/13/2015
Metal settle - St. James's Place Market Bulletin
Commodities experienced a long-awaited surge, taking global stocks with them as the S&P 500 rose 3.29% over the course of the week
10/13/2015
Fund for the Circassians, 1864 - C. Hoare & Co
Manuscript of the Month
10/13/2015
S&W eyes family office growth as banks withdraw
A huge amount of wealthy families have become disenfranchised with banks.
10/12/2015
Deutsche Bank considers sale of life insurance unit
Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units
10/12/2015
One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
10/12/2015
Bellpenny makes it 32 buys after double swoop
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
10/12/2015
Boutique founder Frank Lingohr dies
His achievements were distinguished with many renowned awards