06/01/2020
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
Wealth and Asset Management
06/01/2020
Quilter wraps up odd-lot offer
Quilter, previously called Old Mutual Wealth Management, was unbundled and listed on the London Stock Exchange by Old Mutual in 2018 as part of the managed separation of its component businesses.
06/01/2020
Sequoia to acquire wealth group
In revenue terms, it translates to an additional $4 million of gross revenue and EBITDA of 400,000 in FY21, SEQ estimates.
06/01/2020
Zedra Fund Services report little fallout from Covid-19
ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area
06/01/2020
How Relationship Managers still hold the keys to wealth management success post-COVID
The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.
06/01/2020
AFH pauses acquisitions for second time in 10 months
In today's update the company said: "Following a period of consolidation, the group is continuing to focus on cash generation and organic growth.
06/01/2020
Early Stage Companies - Move Fast or Move Aside
Early stage companies have had to move quickly to survive the sudden drying up of cash flow, but there are opportunities for those with the foresight to adapt.
06/01/2020
Wealth management firm posts ‘resilient’ results
The company continued to trade profitably, in line with our expectations, while focusing on cash management and paying down both Deferred Consideration and Loan Notes as they matured.
06/01/2020
Why are Credit Markets Rallying?
The recovery has been broad-based to include not only the areas directly targeted by the Fed, but also emerging market debt.
06/01/2020
Returning to the workplace: plan for success
Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .
06/01/2020
Bank of Singapore’s private banking assets rise despite political turmoil, Hong Kong CEO says
Bank of Singapore’s greater China operations saw a 10 per cent increase in assets under management in first quarter
06/01/2020
IQ-EQ Family Office Services for UHNW clients
The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families
06/01/2020
Mattioli Woods surges as profits beat forecasts by 20%
Chief executive Ian Mattioli will continue to take a cut in salary as the firm continues to stem the threats from Covid-19.
06/01/2020
Exencial Wealth Advisors closes acquisition
As a result of the deal, Exencial gains $800 million in assets under management as well as 15 new employees, including five CFA charterholders.
05/31/2020
Investec Irish restructuring cost £41m
Last May, the South African-founded bank sold its wealth management business in Ireland to British investment manager Brewin Dolphin for €44m.
05/31/2020
Volatility: Implications for the Investment Fund Market, from an Administrator's Perspective...
From mid-March the direction of our personal and working daily lives drastically changed.
05/31/2020
Warburg Pincus steps in to rescue £1.8bn wealth merger
Warburg Pincus is investing more than £250m to secure the creation of the UK’s fourth-biggest wealth manager, Sky News learns.
05/30/2020
How Lockdown Cpuld Lead to "A Rich Inner Life"
Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.
05/30/2020
Charities in the time of Covid-19 – Reflections, two months on…
Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.
05/29/2020
The wealthy will be on governments' radars in COVID-19 response
Taxes will be an obvious route for governments, and so will appropriation, says Citi