11/02/2020
Liontrust completes £75m Architas buy
The acquisition, which was announced on 1 July 2020
Wealth and Asset Management
11/02/2020
SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
11/01/2020
GAM Turnaround Hinges on Stanching Asset Bleed
Clients decided more on an allocation, style and manager than on a specific provider.
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
Lombard Odier’s CEO for Asia on the Importance of Focus and Consistency
Lombard Odier today has two value propositions in the region: the high net worth family services practice, and investment services.
10/30/2020
M&A reorders asset management industry’s top echelons
Number of firms with US$1 trillion-plus AUM expected to increase
10/30/2020
Julius Baer Plans China Wealth Venture
China is a key market for Julius Baer, which in Asia is overseen by wealth veteran Jimmy Lee.
10/30/2020
VP Bank's Paul Arni: «We Want to Expand Our Regional Network»
The bank has bulked up in Asia considerably recently, upgrading its Singapore branch to a wholesale bank in 2018 as part of its expansion bid in the region.
10/30/2020
Coutts and Adam & Company Q3 2020 Results
The outbreak of Covid-19 and the ongoing pandemic, as well as the low interest rate environment we are currently operating in, has without question impacted our broader financial performance - as demonstrated by the £20m higher credit impairment fig
10/30/2020
UBS and Partners Group launch private markets offer worth up to CHF 3bn
The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).
10/30/2020
Lloyd’s of London underwriting for private clients
Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.
10/29/2020
Citi wins Best in Asset Servicing Award
In virtual awards ceremony, the bank is recognized for being an all-around asset service provider with optimal balance of geographical footprint and depth of services
10/29/2020
Walker Crips buys HNW adviser
Walker Crips has purchased the client book and assets
10/29/2020
Wealth giant expands reach' in $820b wealth platform market
Said this was "broadly consistent" with the quarterly outflows experienced under the bank's ownership.
10/29/2020
Van Lanschot Kempen: third quarter 2020 trading update
Client assets increased by € 2.9 billion to € 106.3 billion this quarter.
10/29/2020
Ex-EFG Banker Acquires Majority Stake in Crossinvest Asia
The family-owned business will expand its resources, enhance its private equity and venture capital arms and further develop family office services
10/29/2020
Credit Suisse third-quarter net profit falls 38% as wealth unit misses
In a statement, Credit Suisse said it is focused on supporting clients “through the persisting COVID-19 pandemic and the resultant economic challenges.
10/29/2020
Aberdeen finance expert celebrates 25-year milestone
It’s a success, perhaps in part because of a shared focus on charity.
10/29/2020
Kimbolton’s Beacon named as top 100 adviser - again
It also welcomed the firm’s preparations for Environmental Social and Governance (ESG) investing which had attracted interest from clients looking for more sustainable investment.
10/29/2020
Smith & Williamson Investment Management rebalances portfolios as it looks ahead to opportunities in ‘cheap and unloved’ UK
While it has exited the UK focused Special Situations fund, the team said the UK overall was ‘cheap and unloved’.