05/09/2016
International wealth group expands to Australia
The founding partners, Nick Maikousis and Jon White, with a combined 54 years of experience, held senior management roles within the financial planning and insurance advisory sectors before establishing MW Lomax.
05/09/2016
He said Schroders had “the vast majority [of asset classes] covered” but highlighted fixed income as an area of opportunity.
05/09/2016
This must include their plans to shift wealth from one generation to the next
05/06/2016
Netwealth to grow IFA base, eyes app-savvy investors
This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model.
05/06/2016
Golf has become a dirty word in the UK asset management market
Crackdown on golf alarms fund industry
05/06/2016
It is becoming increasingly difficult for Britain’s wealthy to break in to the 10-digit / billionaire club
The slowdown in uber-UHNW growth begs several questions of wealth managers
05/06/2016
AAM had less than £1billion of assets under management and a market cap of £38million around the time of its stock market listing in 1991.
05/05/2016
Butterfield completes HSBC units migration
Butterfield Bank has completed its acquisition and migraton of HSBC Bermuda trust and investment business
05/05/2016
ING strengthens Latin American presence with dedicated hire in Colombia
ING's ability to recognize Colombia as an attractive market in the medium to long term puts it ahead of the curve in growing its Latin American business," said Andrea Puerto, Country Manager, ING.
05/05/2016
Wealth firm launches structured product MPS
The new service provides advisers with access to three portfolios, made up of structured products.
05/05/2016
Ultra-Wealthy Tiger 21 Investors Push PE Allocations to All-Time High
Quarterly cash allocations hold steady at 10%, and fixed income rises slightly to 11%
05/05/2016
Honour? Humility? Putting your clients’ interests above others? These aren’t qualities that have been associated with the banking sector in recent times, but they’re at the very heart of the business of Nedbank Private Wealth
05/04/2016
But its pristine reputation has come under wider public scrutiny after finding itself explicitly named several times in the Panama Papers.
05/04/2016
These transactions would allow Axa to rebalance the focus of its UK activities towards property and casualty, health and asset management.
05/04/2016
Why is the boss of a £600m Plymouth firm ready to walk away from it all?
By then Succession Group, which is based at Plymouth Science Park and manages £11bn worth of people's wealth, will aim to have a £100m annual turnover with £30m profit.
05/03/2016
Silvercrest is the nation's only independent wealth management company that is publicly traded, having listed its shares in June 2013.
05/03/2016
The Latin American financial services giant hopes this new offer will boost asset growth in its investment business, with the aim of doubling its current AUM of 53 billion Mexican pesos [$3 billion] over the next five years.
05/03/2016
C Hoare & Co, Britain’s oldest bank, is modernising its front-end operations with Backbase, a specialist provider of omnichannel banking software.
05/03/2016
Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.
05/03/2016
The transaction closely follows Wealth Enhancement Group's March announcement of its acquisition of HHG & Company, LLC, an independent RIA with over $1 billion in client assets based in Darien, CT, in a transaction scheduled to close in the third