06/15/2017
They might look the same — but not all wealth managers are alike
When choosing someone to look after your money, ask about asset allocation
Wealth and Asset Management
06/15/2017
Liontrust adjusted pre-tax profits up 18%
"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."
06/15/2017
Tilney’s Investment Advisory Service Hits £1 Billion AuM
The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.
06/15/2017
Wealth managers shun passive investments
Cheaper funds remain a small part of most portfolios
06/15/2017
Wealth managers’ alternatives exposure reaches record high in 2017
The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.
06/15/2017
Family unity at impact investing conference
This has been transformational to our family’s life in terms of thinking about how we should invest.
06/14/2017
As Wealth Managers Vie for Slice of $166.5 Trillion in Private Assets, Profit Pressure Emerges
Private Wealth Gains Ground, but Revenue and Profit Pressures Linger; Delivering Value, Succeeding in Moments That Matter to Customers, and Advancing Digital Focus Are Key, Says Report by The Boston Consulting Group
06/14/2017
Charles Stanley swings back to profit
Funds under management grew by 17 per cent to £24bn.
06/14/2017
Salamanca Trust and Fiduciary rebrands
It will pursue its long-standing conflict free strategy that is aligned with its clients’ long-term objectives.
06/14/2017
Mayhem for advisers after general election
Those who have met him do not expect him to be like the pensions secretaries under previous governments when previous pension secretaries were drafted in with little pension experience.
06/14/2017
Rothschild’s diversification strategy starts to pay off
Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March
06/14/2017
How to Achieve Digital Transformation
Disruption is occurring. Here are steps to plot your path.
06/14/2017
JPMorgan Steps Up Focus on Large Clients
J.P. Morgan Asset Management’s smaller clients will be offered a menu of pre-selected products and services.
06/13/2017
GAM’s Model Portfolio Service reaches GBP 1 billion milestone
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.
06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
Guernsey expert joining impact investment panel in New York
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
More Diverse Family Structures Mean Hard Choices when Passing on Wealth
The report found that blended families are the least prepared to transfer wealth, yet have the greatest need because of their complex family structures.
06/13/2017
Martin Cawley of Devonshire Wealth Management
The bottom line is how they manage money in good times and bad.
06/12/2017
Private banking boom in China
Most of the clients of the banks were aged 40 and above, private entrepreneurs and female.
06/12/2017
Deutsche wealth arm seeks 100 hires for super-rich push
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.