09/17/2019
JTC reports further growth
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
Wealth and Asset Management
09/17/2019
Funding Social Impact Since 1672
A patron of Royal Trinity Hospice and a founder partner in the impact investment partnership Project Snowball, charity begins at home with Hoare in his role as trustee of the family’s own Golden Bottle Trust.
09/17/2019
Global HNWI wealth falls for first time in 7 years
The Middle East was the only region to buck the trend, increasing its HNWI population by 6%, while their wealth rose by over 4% in 2018.
09/17/2019
What SA’s super-wealthy are doing with their money: Offshore alternative investments
Alternatives are generally described as assets or investment strategies other than traditional equities, bonds or cash instruments
09/16/2019
Wealth-Management Price War Spikes in Nordics as Fees Take a Hit
That move gave the asset manager a bigger chunk of the market, with DNB’s share of Norwegian retail business growing to 32.2% in May from 29.8% at the end of March 2018.
09/16/2019
Brexit: the breaking headlines of today are ‘old news’ by tomorrow
It was interesting to talk to UK residents (British citizens or not) and hear their insights into the current situation.
09/16/2019
Leaked call reveals St James’s Place’s own adviser pleaded for ‘expensive’ fees to be axed
In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh
09/16/2019
Sanlam hiring spree sees eight join wealth team
Sanlam UK has announced a raft of eight new hires within its wealth planning team as the company continues to increase its UK-wide presence and enhance its client offering.
09/16/2019
Independent investment advisory team joins Sanctuary Wealth
Sanctuary Wealth is redefining the independent space with services and solutions to serve the ultra-wealthy,” Yamaki said. “I’m thrilled to be joining its elite network of advisors.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
Unigestion opens Copenhagen office
The office will allow Unigestion to increase its investor base in the region and work closer with investors looking for unique investment strategies, including bespoke ESG solutions for those with more specific requirements.
09/16/2019
St James's Place reacts to 'forgery' claims
The client, named Miss J in the Ombudsman documents, also claimed the adviser “forged” her signature in a “doctored” document.
09/16/2019
Global wealth manager launches with 'The Symphony Of Trust" gala night
As a highlight of the night, American musical legend Michael Bolton was flown in to give a private concert to the VIPs.
09/16/2019
HighTower Advisors Named to Barron's 2019 Top 100 Independent Wealth Advisors List
Barron's ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams
09/13/2019
Wealth manager ups its funds under management to £13 billion
Brooks Macdonald sees profits increase amid economic uncertainty
09/13/2019
Peter L. Bermont Named to Forbes List of America's Top Wealth Advisors
Bermont, whose group manages over $2.1 billion in client assets, specializes in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments.
09/13/2019
UBS Holds 25 Percent of APAC Private Client Wallet Share
He notes that the high cost of doing business in private banking constrains players and many falter while attempting to suddenly expand across too many facets.
09/13/2019
Two Acquisitions Completed by Wealth Management Giant
The two deals will bring a combined £215m of funds under management to AFH, raising its total above £5.6bn.
09/13/2019
Partners Group reports H1 2019 financials
H1 2019 was a solid start to the year for Partners Group
09/13/2019
Aberdeen Standard Investments signs exclusive license agreement
The investment strategy will subsequently allow access to HFR’s investable index family, with circa 30 underlying investable hedge fund strategies and sub-strategies giving investors the opportunity to choose those most suited to their needs.