04/19/2021
Mattioli Woods buys wealth and Asset Management business
There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.
Wealth and Asset Management
04/19/2021
Unexplained Wealth Orders (UWOs) – under-used and under-valued?
A UWO requires an individual to explain how they acquired a particular asset.
04/19/2021
Barclays Wealth's Aylward on why he won’t buy investment trusts
And as we manage a lot of capital, we have to feel confident we can move client money into and out of investments as people move money in and out, and new clients come on board.
04/16/2021
Guide to Talking Wealth with your Family by Coutts
Five steps to having conversations with your loved ones that’ll give your money meaning.
04/16/2021
Citigroup to hire up to 500 people for Hong Kong wealth management as it trims consumer banking in 13 Europe, Asia markets
“Citi has a long history in Hong Kong and we are confident in our future here with a strategy to support and grow with our clients.”
04/16/2021
Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains
Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.
04/16/2021
Consolidator Cinerius: Four to eight takeovers per year
Over 70 Swiss asset managers have joined the Aquila platform and have remained independent.
04/16/2021
CPR AM Expands its Climate Offering with Two New Open-Ended Funds
These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors.
04/16/2021
Setting up a business in the UK from abroad
No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this.
04/16/2021
Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion
We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors.
04/16/2021
Schroders takes leading role at inaugural Sustainable Investment Festival
Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.
04/15/2021
Quilter calls on the Prime Minister to tackle investment scams
This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm.
04/15/2021
Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
04/15/2021
Qatar Financial Centre Authority signs MoU with Labuan IBFC Inc enhancing
Asia and MENA financial sector ties
04/15/2021
Brooks Macdonald reports Positive net flows in UK Investment Management
Positive net flows in UK Investment Management underline continued strategic momentum
04/15/2021
Charles Stanley says 'worst is behind us' as assets up 2% in Q4
Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.
04/15/2021
Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
How to thrive and drive future growth
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
Lausanne boutique merges CHF 2.2bn AUM real estate funds
Realstone recently incorporated Solvalor Fund Management in a merger, it announced in December.
04/15/2021
‘Customers preferred a small place’: running an international WM from a rural town
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.