05/22/2014
Two more advisers sign up to join Succession
Succession Advisory Services has acquired two further chartered financial advice firms
Wealth and Asset Management
05/22/2014
Norway’s $33 Billion Man Steps Up Search in Asia Real Estate Bet
Karsten Kallevig, the head of real estate at the world’s biggest sovereign wealth fund, has at least $33 billion to spend.
05/22/2014
Legal & General Offers Coutts Building for Sale at $285 Million
It’s the first time in 110 years that the property is being sold as a single asset
05/21/2014
BNP Paribas Wealth Management Unveils Its New Brand Positioning
It has been adapted in some 30 countries with local brand identities and in 11 different languages.
05/21/2014
UK Private Bank appoints new CEO
He has had a 30-year career in banking
05/21/2014
Cazenove looks to offer discretionary clients Diversity
Cazenove wealth management clients with less than £200,000 for bespoke portfolios may be offered Diversity range
05/21/2014
Bankers' Bonuses Back In The Spotlight
The issue of bankers' pay has been a "hot potato" ever since the global financial crisis hit our shores.
05/21/2014
Bond Drought Hits Buyers in $2 Trillion ABS Market: Euro Credit
The $2 trillion asset-backed securities market in Europe is out of kilter as growing demand for the debt, which policy makers are promoting as a savior for the region’s economy, meets shrinking supply.
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
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