05/04/2017
Tom Kalaris' boutique reveals board line-up after FCA gives green light
The business will operate as an independently regulated company.
Wealth and Asset Management
05/04/2017
7IM reports tenth year of consecutive AuM growth
The firm also posted a 24% increase in the AuM on its platform but lost £340m of assets as a result of its decision to stop running institutional money.
05/04/2017
Profile: Rathbone's Glasgow boss on the road to £1bn
The firm’s move into Scotland’s second city followed rapidly on the heels of a major expansion in north east England, with the opening of an office in Newcastle.
05/04/2017
Challenges Facing Asia Pacific Families Tackled Singapore Event
In short, on getting the keys to the kingdom what needs to be updated, professionalised, bought or sold according to family risk tolerance, cost of funding and desire to retain control? And where do families need help?
05/04/2017
UBS CEO wants clarity at last on banking rules
Bankers don’t expect progress until at least the autumn
05/03/2017
JM Finn's discretionary AUM approach £6bn milestone
Chairman James Edgedale described 2016 as a year of two halves, with the majority of profits coming in the second half as market uncertainty was replaced by a quick pick-up in the wake of June’s Brexit vote.
05/03/2017
Top investment mistakes made by high-net-worth executives
Ultimately, your investments should help you achieve your goals and dreams.
05/03/2017
Lombard Odier leads an impact revolution
Lombard Odier may be a traditional Swiss private bank, but its investment in technology and impact investing has made it an example of a next generation wealth manager.
05/03/2017
Investec Private Bank launches BTL fixes and links trackers to base rate
Applicants can apply for a buy-to-let mortgage either as an individual or via a limited company structure.
05/03/2017
Chase de Vere profits increase as legacy compensation falls
National IFA’s bottom line benefits from a drop in historic compensation payouts
05/03/2017
Financial dream teams put wealthy clients front and centre
With complexity comes a need for more specialized services.
05/03/2017
The emerging markets paying off for JO Hambro’s Syme
James Syme, fund manager on the JOHCM Global Emerging Markets Opportunities fund, explains how performance bounced back following a bottom quartile return in 2016.
05/03/2017
Building an all-star team to meet HNW demands
Managing these clients requires a unique set of skills.
05/02/2017
EFG targets high growth post-BSI integration
Hiring new bankers will inevitably be an important component of this, although not the only path for growth.
05/02/2017
Aberdeen reports Revenue increased to £534.9 million
Interim Results for six months to 31 March 2017
05/02/2017
Lord Fink leads buyout of Signia founder's new boutique
All of the purchasing team previously served on the business’ advisory panel.
05/02/2017
Schroders adds total return fund to multi-asset range
The strategy will invest in currencies, commodities and other alternatives, as well as equities and bonds, with allocations split into three buckets.
05/02/2017
First emerging market impact trust targets $150 million
It hopes to launch its initial public offer next month and put its capital raised to work within 18 months of listing on the London Stock Exchange.
05/02/2017
Old Mutual Wealth Update on UK Platform Transformation Programme
OMW has contracted with FNZ to deliver platform and outsourcing services
05/02/2017
Redefining relevance in private banking
It is essential in today’s world of private banking in Asia to find ways to better understand HNW individuals and more closely match products and services with real needs.