01/09/2020
The Investment Management business was up 11.7% from £38.5 billion at December, 31 2018, while the Unit Trusts business stands at £7.4 billion, up 32.1% from £5.6 billion at December 31, 2018.
01/09/2020
On Tuesday the Swiss bank told staff it would be giving its wealth management clients better access to the capabilities of its investment bank
01/09/2020
Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.
01/09/2020
Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.
01/09/2020
Recruiters, however, don’t think Chase’s hiring spree is siphoning away the FAs whom the traditional brokerages, independents, regionals, and major wirehouses, want to recruit.
01/08/2020
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
The family office business has been the subject of much back and forth: briefly housed in the investment bank, it is frequently fraught with internal politics over revenue-splitting with the securities unit.
01/08/2020
Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.
01/08/2020
Firm says it will continue to pursue more deals in 2020 and is already being approached
01/08/2020
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
The consequences of the situation can ripple throughout the family. And this is where the incredible, life-enhancing work of Rainbow Trust comes in.
01/08/2020
Having predominantly catered to a historically male audience, wealth managers and their services have evolved over the years in a way which is often unappealing to women.
01/08/2020
Impax Asset Management reported a 112% surge in net inflows in the fourth quarter, saying client demand for sustainability investment strategies has ‘never been stronger’.
01/08/2020
From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.
01/08/2020
The scandal also implicates Guy Lachappelle, who became president of Raiffeisen in 2018 after eight years at BKB
01/08/2020
The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.
01/07/2020
The next generation of clients, with their need, desire and drive to make a difference, look set to bring to the wealth management industry the disruption that technology has yet to trigger.
01/07/2020
The jurisdictions covered in the update are Hong Kong, Singapore, China, Taiwan, Japan, India, Malaysia, Indonesia, Thailand and the Philippines.
01/07/2020
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
The asset manager said it wants to offer clients a straightforward fee structure