05/20/2014
New Advisor Models Threaten Legacy Managers
As the number of advisors who rely on legacy managers diminishes, some fund families will have to evolve if they want to stay relevant
Wealth and Asset Management
05/20/2014
Moving Can Cost You
Advisors who frequently move to new firms can expect to make less
05/20/2014
Thomas Miller: Emerging markets are a 'lock-away' investment
The wealth manager runs a range of six investment profiles.
05/20/2014
Succession adds two firms boosting assets by £80m
The relationship with Succession would add value to the two-strong adviser firm
05/20/2014
Dutch institutional investors shift to equities from bonds in Q1
Institutional investors were the primary contributors to net new inflows of €1 billion
05/20/2014
Aberdeen plans new Brazil fund amid effort to lure pension funds
The fund will have a "long-only" strategy, meaning managers can only bet the price of a stock or bond will go up.
05/20/2014
Chantrey Vellacott named in the Top 25 Private Client Accountancy Firms
Chantrey Vellacott has been named as one of the top 25 private client accountancy firms in the UK.
05/19/2014
The story of the world’s first equity fund focused on wine
CEO of March Gestión de Fondos on active vs passive management, the wine sector and more
05/19/2014
Baillie Gifford pair hold on to top spot for performance
They were 69th in the previous month
05/19/2014
IFG gets off to strong start with trading in line with expectations
Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.
05/19/2014
Are underqualified CF30s the biggest risk to your business?
Freedman’s observation comes after an unsuccessful six months spent interviewing CF30s to join the company
05/19/2014
DWS Strategic Equity Long/Short Fund brings liquid alternatives to DeAWM clients
Alternative mutual funds are a critical part of our overall Americas strategy
05/19/2014
Sam Leith: Now money talks louder than ever
In an odd way, ambivalence about rich foreigners parallels how Ukip thinks about poor foreigners
05/19/2014
Asset managers look to broaden their horizons
It is “the most romantic and treacherous of business challenges”, according to Hendrik du Toit, chief executive of Investec Asset Management. Yet asset managers are still looking to broaden the global sweep of their business as they seek growt
05/16/2014
Old Mutual Wealth doubles net sales in Q1
Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014
05/16/2014
ABN Amro Profit Hurt by Bad Loans
Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.
05/15/2014
Van Lanschot - Implementation of wealth management strategy on track
Client assets grow to € 55.9 billion
05/15/2014
New offices and expanding team for Leeds wealth management firm
Mitchell Wealth Management expanded its operations with new personnel at its base in The Calls, Leeds, as well as moving into additional office space to keep up with expansion.
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Banks say bonus clawback rules may be unenforceable
Lobby group BBA responds to tough new proposals from the Bank of England