04/09/2014
Swiss and Global AM bond fund targets emerging markets at turning point
Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.
Wealth and Asset Management
04/08/2014
Axa drops large portfolio charges
Axa Wealth has reduced charges for larger portfolios on its Elevate investment platform.
04/08/2014
WH Ireland could close offices as it launches cost cutting review
‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.
04/08/2014
Wealth boss sells down £760k stake in business
The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.
04/08/2014
Oldest private bank in Germany appoints new PB head
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Nedbank Private Wealth appoints UK advisor
The Manchester-based company will provide advice to UK-based clients of the bank
04/08/2014
Wealth Structuring 20:20 by Appleby Global
A feature publication that aims to tap into the issues facing high net worth individuals and their advisers
04/08/2014
Brewin Dolphin shuts two offices for Bournemouth launch
The announcement is the latest episode in the ongoing rationalisation of Brewin regional network
04/08/2014
Wealth firm partners Peterborough council for infrastructure fund
The fund is targeting an ‘above inflation return’ for investors, with an emphasis on yield.
04/07/2014
Wealth and asset management: 2014 key themes
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
Ashcourt Rowan completes UKWM acquisition
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
Wealth manager swoops on London-based IFA firm
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Liontrust assets rise but net inflows down on previous year
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
Wealth management sector shrinks under tighter regulations
The fragmented UK wealth management sector is shrinking as firms quit, bulk up or look to service a more profitable slice of the country's growing number of rich clients, to cope with costly new regulations.
04/06/2014
Workplace pensions "a total no-brainer"
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget
04/06/2014
Ex-Executive of Dutch Bank and His Family Found Dead
Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”
04/04/2014
Swiss wealth manager seeks deals to tap Latin American Millionaires
Switzerland’s third-largest wealth manager is searching for deals in Latin America where millionaires are increasingly banking onshore.
04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
Invesco Perpetual loses contract to manage St James's Place funds
St James's Place, which gives face-to-face advice to wealthy clients, said it was transferring management of the assets and half would go to Woodford's new venture.