Wealth and Asset Management

04/23/2020

Stonehage Fleming makes acquisition

Four members of the Cavendish senior fund management team will transfer to Stonehage Fleming and continue to manage these funds.

04/22/2020

Hiring a Wealth Management Team

The important considerations for any affluent family looking to make the best and most well-informed decision about with whom to entrust their wealth.

04/22/2020

Spotlight on succession planning in Africa

Considering the prevalence of family-owned businesses across the continent, family offices are well placed to facilitate the protection and transmission of wealth.

04/21/2020

Machine Learning for non-bankable asset investing

The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.

04/21/2020

Quilter reports positive Q1 net flows

Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.

04/21/2020

Schroders Personal Wealth launches 11 offices

Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.

04/21/2020

Fees waived and frozen

Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.