10/23/2017
Rathbone Greenbank reaches £1 billion in funds under management as ethical investing becomes more mainstream
John David, Head of Rathbone Greenbank Investments, said “The UK has become a hub for innovation in sustainable investment.
Wealth and Asset Management
10/23/2017
CAIS Wins 2017 Wealth Management Industry Award
The company is on track to grow its curated menu of products by another 25% by year-end.
10/23/2017
Julius Baer upgrades Dublin office for Brexit boom
This is an important move for Julius Baer
10/23/2017
Zurich-based wealth firm set for London launch
The latest firm to seek authorisation from the Financial Conduct Authority is Zurich-based Global Wealth Management
10/23/2017
Taking care of business
We have the common sense and knowledge to find the solution that suits our clients and kills that pain.
10/23/2017
Aussie firms enter £550m OMGI bidding war
It would be splitting off its £16bn multi-asset unit from OMGI ahead of its managed separation.
10/22/2017
An Odyssey – from the Greek Isles to the heart of Wealth Management by Penny Lovell
The works of Plato and Aristotle, for example, are still taught, studied, and debated the world-over, despite being over 2300 years old. Rapid progress has been made since then: new philosophies, modes of thinking, ideas, and civilisations have evolved si
10/22/2017
Carlyle joins battle for OMGI fund business
Four parties eye the £25bn investment arm run by star UK manager Richard Buxton
10/22/2017
Millennial Philanthropy And Family Wealth
Millennials are the nation’s largest living generation.
10/20/2017
Wealth Manager Top 100 2017: the next 25 heavyweights
We reveal in alphabetical order the second batch of 25 names in our annual survey on the most influential people in fund selection across the private client industry.
10/20/2017
Private banks coming late to the party in wealth management
How banks need to learn to offer a holistic service
10/20/2017
Geneva Management Group launches WM platform for independents
Users will have access to web-based multi-banking financial consolidation and management technology and in-house expertise.
10/20/2017
Harvard Endowment’s Rebirth
Harvard Is Pretty Unique As An Institutional Investor
10/19/2017
Schroders assets leap to new record high
In total, the assets it both managed and advised were £430.2bn, up 9 per cent over the same period.
10/19/2017
Liechtenstein Private Bank changes hands For $59.7 Million
Assets under management of over 1 billion Swiss Franc as of Sept 30, 2017.
10/19/2017
BNY Mellon Reports Third Quarter Earnings Of $983 Million
While satisfied with our progress, our leadership team is not satisfied with our performance, as we see further opportunities to drive revenue growth and increase our efficiencies.
10/18/2017
George Soros foundations now control $18 billion
The foundations already controlled billions of dollars.
10/18/2017
SocGen Eyes Wealth Growth Outside Asia
To fulfil the sophisticated needs of the world's richest.
10/18/2017
Rathbones ethical and fund units lead on asset gathering
We are well positioned for the future and will continue to pursue growth opportunities both organically and through acquisition.
10/18/2017
Millennials as global guardians of capital
The paper specifically highlights three characteristics that set millennials apart from those that came before them.