07/01/2020
Liontrust to acquire Architas UK investment business
The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.
Wealth and Asset Management
07/01/2020
Schroders to acquire majority stake in Pamfleet
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
07/01/2020
Swiss WMs expect to increase AUM as global finance experts back active funds
On average, only 69% of client assets are actively managed
07/01/2020
Are the bears in hibernation, or just napping? by Rathbones
The groundwork has been laid for a rapid recovery, but significant risks remain.
06/30/2020
Truinvest makes double acquisition
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
EFG comments on business performance and announces changes to its Executive Committee
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter/Merian deal to complete this week
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Act fast in the face of transformation in the Island’s wealth management sector
Client expectations are changing because the clients themselves are changing.
06/30/2020
What your Chinese private clients want to know and why
Private wealth advisors should be aware of these questions, not only to ensure they have answers prepared, but also as a key to understanding the culture and background of their client.
06/30/2020
China Best Wealth Managers 2020
The firm has continued to break new ground.
06/30/2020
Bordier & Cie to restructure and launch supervisory board
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
Former GAM duo handed new EM bond fund at ZKB
New strategy is designed to capitalise on entire universe of investable opportunities.
06/30/2020
How to advise professional sportspeople
This can very often happen before any kind of financial education has taken place as this is something not typically covered on the National Curriculum.
06/30/2020
Cash and private market investments: How to take care of your portfolio’s tails
Excess cash: To hold or to invest?
06/29/2020
Lloyds to push further into wealth management and insurance
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
REYL launches new image campaign - "SUCCESS. TOGETHER."
The REYL Group recently launched several major initiatives
06/29/2020
Ravenscroft to acquire Wealth manager's Isle of Man business
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Pausing For Breath
Economic data has generally been better than market expectations.
06/29/2020
What a difference a crisis makes by Julius Baer
GBP have been less extreme so far, as they were mostly already close to or below zero.
06/29/2020
Competitive Barriers Break Down as We Turn to the Value of Community
COVID-19 has made us all keenly aware of the value of community, even among competitors.