10/10/2019
Wealth firm eyes clients shaken by ‘rock-star’ manager failings
It has attracted more than £1bn of assets under management since launch four months ago
Wealth and Asset Management
10/10/2019
Bank CIC hunts for asset manager
The manager needs to have several years of experience in portfolio management, or in an advisory role.
10/09/2019
Handelsbanken: High on risk, low on ammo
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
Two Teams from Morgan Stanley Join Forces to Launch The Wealth Alliance – a Registered Investment Advisor
The Wealth Alliance delivers comprehensive planning, fair-minded advice and attentive and knowledgeable service – empowering advisors and clients to more effectively work together to achieve new levels of success.
10/09/2019
Wealth Management M&A Deals Still on Track to Top 200 in 2019: Echelon
The third quarter's deal total fell just shy of the prior quarter, Echelon Partners reports.
10/09/2019
Bordier & Cie’s Strategic Cooperation with MB Bank
Bordier has also looked at MB Bank’s technology and digital needs with a significant upgrading of its internal and external client touch points.
10/09/2019
Liontrust assets up 15% as inflows soar
The net inflows have been achieved at a time of uncertainty for retail investors in the UK.
10/08/2019
Six wealth managers revealed their top Q3 calls
With the summer now a distant memory, we asked readers what their best investments of the last three months had been.
10/08/2019
UBS's Jason Stephens Named to Forbes List of America’s Top Wealth Advisors
The 250 advisors on this year's list manage nearly $1 trillion in client assets
10/08/2019
BMO Gam upsizes low-cost range to rival 7IM and AJ Bell
Paul Niven’s range has amassed £300m since launch two years ago
10/08/2019
Zurich WM rebrands
The name change is effective immediately, but the company will update the names of products and services throughout the rest of the year.
10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.
10/08/2019
Sanctuary Wealth Board Members Named Among America’s Top Wealth Advisors by Forbes
Brian and Chris are exemplary ambassadors of Sanctuary Wealth and our unique Partnered Independence model
10/08/2019
Wealth firm Saranac racks up £45m loss since 2016 launch
The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.
10/07/2019
Online wealth manager Nutmeg reveals widening losses
Group attracts strong financial backing despite never having made a profit
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/07/2019
Channel Islands' Investec Bank launches Isle of Man office
Investec has been nurturing its relationship with the Isle of Man over a number of years
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.