Managers of Wealth

Vontobel closes alt risk premia fund

The spokesperson confirmed both managers remain with the firm.

Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings

The deal also includes the purchase of the Alliance Trust Savings building in Dundee, which will become Embark’s platform operation centre and Group headquarters, with platform service partner FNZ also occupying space in the building.

Helvetia hands over mortgage business to Moneypark

The aim was to build the leading and most efficient mortgage manager in Switzerland.

Has a New Valuation Archetype Emerged, or Will ‘Normal’ Return to the Global Markets?

GMO’s James Montier set the scene as one in which high valuations and elevated (and probably excessive) optimism has made it extremely difficult to find value in developed markets

“Wisdom In Curiosity” By Henry McVey

New macro report delves into the impact of negative interest rates, the outlook for economic growth, and the validity of risk-adjusted returns in private markets

AIG Launches New Syndicate at Lloyd’s for the U.S. High Net Worth Customer Segment

Syndicate 2019 will be managed by Talbot Underwriting Limited

Manulife launches new secondary investment business

The new business will serve the increasingly complex liquidity needs of private capital markets, and is anticipated to invest in solution-oriented opportunities as well as more traditional secondary transactions.

New Zealand Sotheby's International Realty in a league of its own

One of the team, Jeremy Pryor, a real estate associate with 15 years' experience, has had his best month in his career since joining NZSIR and is on target for his best year ever.

Cazenove Capital launches five sustainable model portfolios

To be added to model portfolio service

Fidelity Introduces New Customized Investment Models in Fidelity AMP, Its Award-winning Digital Advice Solution for Advisors

Fidelity AMP Combines Human and Digital Capabilities to Help Advisors Scale Their Businesses and Deliver Greater Value to Investors

Octopus’ P2P solution ‘Octopus Choice’ now available within a SIPP

The move follows increasing demand from financial advisers and direct investors

Whisky & Wealth Club Expands Into Scotch Whisky With Historic Distillery Partnership

The company’s first Scotch partnership is with 202-year-old Bladnoch Distillery situated in the Scottish Lowlands.

Special report: A tale of two insurers

The differing fortunes of Old Mutual and Sanlam.

Hargreaves Lansdown Makes Solid Start Amid Growth In Assets

Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.

Leading Swedish insurance group selects Allfunds

Sweden is an important growth market for Allfunds and insurance companies is a core client segment for our company, where we support in implementing their investment strategies in funds for their life and pension businesses.”

Real Estate Update – A lot can happen in a few WeWork weeks

In London especially there are several up and coming competitors including FORA, backed by property specialists Delancey.

Fed-up board threatens to sack Jupiter from UK Growth trust

Jupiter Fund Management faces dismissal from second investment trust in a week after board of small, poorly performing Jupiter UK Growth announces it is looking for ‘alternative arrangements’.

KB associates secures Investment from ECI Partners

ECI’s investment will allow the Company to continue to attract and develop the best talent in the industry while simultaneously sustaining the ongoing expansion of its product offering.

Tokio Marine Buys U.S. HNW Insurer in Multi-Billion Deal

The deal is expected to close in the first quarter next year.

BlueCrest’s emerging market traders decamp to Geneva

Moves led by department head have echoes of post-crisis exodus to Switzerland