07/27/2017
Charles Stanley discretionary assets rise as clients transfer from advisory
Charles Stanley’s total funds under management and administration at the end of June were £24.1 billion
Wealth and Asset Management
07/27/2017
Worried wealthy drive St. James's Place funds to record high
The number of advisers, who form part of the group’s Partnership network, also grew, rising by almost 4 per cent since the start of the year to just over 3,500.
07/27/2017
Brooks Macdonald FUM rises 26% to break £10bn mark
"Strong organic growth takes FUM through £10bn; further investment in underlying business."
07/27/2017
Belfast wealth firm makes finals of top industry awards
An advisory board of figures from the investment and SME community will judge entries ahead of the final.
07/27/2017
Vontobel's Asset Locomotive Stalls
Total assets under management rose 6 percent to 146.5 billion francs in the first six months of the year, slightly ahead of a poll forecast for 145 billion francs.
07/27/2017
Goldman Partners With Fidelity to Offer Loans to Wealthy Clients
The effort is the latest from Goldman Sachs to take advantage of a banking license it acquired during the financial crisis
07/27/2017
Continued wealth management support fuels rising ETF assets
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/27/2017
UK will become ‘cultural desert’ if attitudes towards philanthropy do not change – fundraising chief
This is because they simply do not have access to this wealth, which is concentrated in London and focused on a few organisations.
07/27/2017
Lazard profit beats on record advisory, asset management revenue
Lazard's record operating revenue underscores the power of our model and the global breadth and depth of our franchise," said Kenneth M. Jacobs, Chairman and Chief Executive Officer of Lazard.
07/26/2017
DBS, BOS shift to fast gear as private banks power ahead in Asia
Private banks are hiring, and clocking higher incomes and double-digit gains in AUM, with Asia being where the wealth creation is now
07/26/2017
Private banks in Asia having a good year
There's more of everything - more income, new hires and higher assets under management.
07/26/2017
Giving for a lasting impact across generations
But without a focus on replication and scaling-up towards sustainability, the donor may not leave a lasting impact and legacy.
07/26/2017
Focus on fund management lifts Brewin Dolphin
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.
07/26/2017
Butterfield Bank Reports Second Quarter Profit
Core earnings for the second quarter ended 30 June 2017 were $37.5 million, a decrease of $1.0 million compared to the prior quarter.
07/26/2017
UK Platform Awards 2017 - Platform and provider shortlists revealed
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Wealth manager and adviser finalists for Growth Investor Awards announced
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
Brexit spurs JP Morgan to merge private bank
JP Morgan is working on plans that would see its UK private bank become a branch of its EU operation, Sky News learns.
07/25/2017
WH Ireland’s Buchanan on ‘drawing a line under the past’
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Julius Baer looks to expand in UK as Brexit spurs rivals to scale back
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
Sanlam UK completes 850 mile charity cycle ride for CASCAID
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.