05/23/2021
Absa in 'sell-off talks'
A combination of the Absa business with the Sanlam-owned equivalent would become one of SA's largest money managers
Wealth and Asset Management
05/21/2021
Close Brothers Trading Update
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Crestbridge receives further recognition
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
Investec eyes UK wealth buys as assets surge past £40bn
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.
05/21/2021
Fledgling wealth boutique Progeny races from £1m to £1bn in four years
Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.
05/21/2021
ETFs: a case for “look-through” data in risk management and beyond
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.
05/21/2021
Coutts Wins Award for Responsible Investing
Accolade recognises the positive impact our clients’ investments have on the environment and society
05/21/2021
Five reasons to consider European high yield credit now
High yield corporate bonds should benefit from the economic recovery and can withstand further sharp rises in global yields.
05/21/2021
Schroders joins investor rebellion over FirstGroup deal
FirstGroup said on Tuesday it "followed a comprehensive and competitive process in order to seek the best possible price" for the assets.
05/21/2021
Waverton Investment Management win ‘UK Charity Team’ category at the 2021 Wealthbriefing European Awards
This category is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the judges.
05/20/2021
Joshua Rubenstein Named Lawyer of the Year by Citywealth
Rubenstein was recognized for navigating his Private Wealth group throughout the global pandemic by providing a steady hand and offering innovative solutions as COVID-19 forced Katten's Private Wealth clients to prioritize planning.
05/20/2021
Japan’s Daiwa Plots China Expansion to Tap Wealth Management
Daiwa’s joint China venture is expected to start this month
05/20/2021
Investment Solutions Wealth Management makes third acquisition
Our plan puts the continuity of the client's financial planning journey at the forefront of everything we do.
05/20/2021
REYL Group named "Best European HNW team"
The award distinguishes REYL from its peers and rewards the constant achievements and innovation at the Group.
05/20/2021
Winners Of WealthBriefing European Awards 2021
The team at WealthBriefing looks forward to engaging with all the firms and individuals who have taken part this year, and particularly appreciates the efforts all entrants made during this challenging time for the industry.
05/20/2021
Lugano IAM kicks off wave of acquisitions and plans new business lines
'Through its high-speed connectivity with the market, we will significantly improve our response time to our clients and the range of investment services and solutions we can provide them with,' said Valeur's CEO.
05/20/2021
Wealth Manager survey: UK equity appetite has hit decade high
Our quarterly survey also finds that fears of inflation are rife among readers.
05/20/2021
Monaco in pole position for F1 property prices
Across the 22 Formula 1 race nations Monaco’s average property price is indeed the most prestigious
05/20/2021
New Zealand battles for world's wealthiest in post Covid plan
The world's wealthiest are more mobile than ever before, and the effect of lockdowns has made many re-assess where they want to live and work - and to consider moving.