Publication: Asset Adviser

First reported 5 hours ago - Updated 5 hours ago - 1 reports

WH Ireland reports increase in revenue and profits in H1 2014

WH Ireland, a provider of corporate broking and private wealth management services, has reported a 12.6 per cent increase in revenue for the first six months of 2013 to GBP14.69 million (2013, GBP13.05m).Recurring revenue increased by 9.3 per cent over ... [Published Asset Adviser - 5 hours ago]
First reported Jul 18 2014 - Updated Jul 18 2014 - 1 reports

Walker Crips Group sees revenues rise 12.2 per cent in Q2

Walker Crips Group has reported a 12.2 per cent increase in net group revenue for Q2 2014 to GBP3.6 million, compared with GBP3.2 million in the corresponding period last year.Net fees across all the group’s activities accounted for most of this increase, ... [Published Asset Adviser - Jul 18 2014]
First reported Jul 18 2014 - Updated Jul 18 2014 - 1 reports

More than half of HNW Americas engage in hobby investing

Just over half of high-net-worth Americans – those with at least USD1 million in investable assets – engage in some form of hobby investing, according to a study by BMO Private Bank.Hobby – or passion – investing is defined as adding collectible assets ... [Published Asset Adviser - Jul 18 2014]
First reported Jul 18 2014 - Updated Jul 18 2014 - 1 reports

LJ Group commits EUR100m to Cresco’s German student housing platform

LJ Group, a privately owned multi-family office, has committed a total of EUR100 million of equity to Cresco Capital Group’s German student housing venture, Cresco Urban Yurt.The partnership has made its first acquisition, a landmark building on Frankfurter ... [Published Asset Adviser - Jul 18 2014]
First reported Jul 18 2014 - Updated Jul 18 2014 - 1 reports

IHT Wealth Management joins LPL Financial’s broker-dealer and RIA custodial platform

IHT Wealth Management has transitioned to LPL Financial’s broker-dealer and hybrid RIA custodial platform.IHT consists of a total of six financial advisors and four administrative staff supporting assets of USD592 million.Based in downtown Chicago, IHT ... [Published Asset Adviser - Jul 18 2014]
First reported Jul 17 2014 - Updated Jul 17 2014 - 1 reports

Raj Nandha joins Grant Thornton as senior tax manager

Grant Thornton has appointed accountant Raj Nandha as senior tax manager in the Isle of Man.The 35-year-old joins the firm after working as a tax manager for both a top 20 accountancy practice, dealing with personal, company and trust tax compliance and ... [Published Asset Adviser - Jul 17 2014]
First reported Jul 17 2014 - Updated Jul 17 2014 - 1 reports

Global wealth managers surge with buoyant AUM and profitability, says Scorpio

The Global Private Banking Benchmark 2014 from Scorpio Partnership has revealed buoyant growth across the top 25 wealth management firms worldwide, with an average percentage change of 11.3 per cent in assets under management (AUM) in 2013.Together, this ... [Published Asset Adviser - Jul 17 2014]
First reported Jul 17 2014 - Updated Jul 17 2014 - 1 reports

Eric Moore and Gervais Williams to manage the PSigma Income Fund

Fund manager Bill Mott is to retire from Miton Group and the fund management industry at Christmas.Current co-manager Eric Moore will become the lead fund manager on the PSigma Income Fund alongside Gervais Williams.Mott will continue to be involved in ... [Published Asset Adviser - Jul 17 2014]
First reported Jul 16 2014 - Updated Jul 16 2014 - 1 reports

GL Capital launches GL Beyond Income Fund to the public

GL Capital Partners, an asset manager and institutional investment advisor that provides liquid alternative strategies to the institutional and registered investment advisor marketplaces, has held the public launch of the GL Beyond Income Fund (GLBFX ... [Published Asset Adviser - Jul 16 2014]
First reported Jul 16 2014 - Updated Jul 16 2014 - 1 reports

Lombard Odier appoints head of its domestic European private client business

Lombard Odier Group has appointed Henry Fischel-Bock as head of its domestic European private client business, effective 1 January 2015.Fischel-Bock joins Lombard Odier from Barclays Wealth where he led the UK and European wealth management business until ... [Published Asset Adviser - Jul 16 2014]
First reported Jul 15 2014 - Updated Jul 15 2014 - 1 reports

AllianzGI expands emerging markets debt team

Allianz Global Investors has established the senior investment team that will drive the growth and development of its USD1.7 billion global emerging markets debt (EMD) business.The franchise was launched nearly a year ago on the conviction that emerging ... [Published Asset Adviser - Jul 15 2014]
First reported Jul 14 2014 - Updated Jul 14 2014 - 1 reports

Ingenious completes Thurleigh Investment Managers acquisition

Ingenious Asset Management (IAM) has completed its acquisition of Thurleigh Investment Managers.The IAM and Thurleigh teams have combined and are now working together at 15 Golden Square, London.The specialist investment management firm now manages GBP1.7 ... [Published Asset Adviser - Jul 14 2014]

Quotes

...an increasing number of our clients are engaging in some form of hobby investing," says Jack Ablin, chief investment officer, BMO Private Bank. "People who choose to invest in their hobbies often do so because it allows them to feel a sense of engagement without having to spend a lot of time on them. Many hobby investors are keen to create a legacy to pass on to their heirs -- one that is unique to them and reflects their interests."
Andrew Williams, CEO of LJ Group says: "The team behind Cresco Urban Yurt has an excellent track record in the German real estate development market and we are very excited to work with them and encouraged by the very evident opportunities presented by the student housing market in Germany.”"
"We will provide a high level of service free from legacy costs and combined with a capacity for unbiased objectivity that a truly independent platform can offer. We look forward to working with LPL to provide our advisors a constructive home, so that they may best serve their clients' interests and help them to work toward their long term-financial goals.”"
...structure," says Dan Thibeault, portfolio manager of the GL Beyond Income Fund and the president and chief investment officer of GL Capital. "We are thrilled to have satisfied our private clients and are now delighted to be in the position to offer this distinct income fund to more investors through other advisors. In today's market, the ability to provide clients with the opportunity for non-correlated income with low sensitivity to interest rates is an attractive proposition to advisors managing client portfolios."

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WH Ireland reports increase in revenue and prof... [Published Asset Adviser - 5 hours ago]
Walker Crips Group sees revenues rise 12.2 per ... [Published Asset Adviser - Jul 18 2014]
More than half of HNW Americas engage in hobby ... [Published Asset Adviser - Jul 18 2014]
LJ Group commits EUR100m to Cresco’s German stu... [Published Asset Adviser - Jul 18 2014]
IHT Wealth Management joins LPL Financial’s bro... [Published Asset Adviser - Jul 18 2014]
Raj Nandha joins Grant Thornton as senior tax m... [Published Asset Adviser - Jul 17 2014]
Eric Moore and Gervais Williams to manage the P... [Published Asset Adviser - Jul 17 2014]
Global wealth managers surge with buoyant AUM a... [Published Asset Adviser - Jul 17 2014]
GL Capital launches GL Beyond Income Fund to th... [Published Asset Adviser - Jul 16 2014]
Lombard Odier appoints head of its domestic Eur... [Published Asset Adviser - Jul 16 2014]
AllianzGI expands emerging markets debt team [Published Asset Adviser - Jul 15 2014]
Ingenious completes Thurleigh Investment Manage... [Published Asset Adviser - Jul 14 2014]
BTG Pactual acquires BSI from Generali [Published Asset Adviser - Jul 14 2014]
Uncertain investment environment boosts propert... [Published Asset Adviser - Jul 11 2014]
BNY Mellon appoints head of private bank and RI... [Published Asset Adviser - Jul 11 2014]
Integrated Wealth Management crosses USD1bn AUM... [Published Asset Adviser - Jul 10 2014]
Hawksmoor launches own brand beer [Published Asset Adviser - Jul 10 2014]
Walker Crips hires two from Barclays Wealth [Published Asset Adviser - Jul 10 2014]
Minerva Trust & Corporate Services appoints Jer... [Published Asset Adviser - Jul 10 2014]
Covestor launches ETF portfolios with no manage... [Published Asset Adviser - Jul 10 2014]
JP Morgan launches enhanced depositary receipts... [Published Asset Adviser - Jul 09 2014]
DeAWM appoints Randy Brown as head of UK [Published Asset Adviser - Jul 09 2014]
Private equity and alternative firms move down ... [Published Asset Adviser - Jul 09 2014]
MetLife appoints head of wealth management mark... [Published Asset Adviser - Jul 08 2014]
Seneca launches service allowing investors to e... [Published Asset Adviser - Jul 08 2014]
Carey Olsen appoints former senior associates a... [Published Asset Adviser - Jul 08 2014]
Evercore Wealth Management appoints wealth advisor [Published Asset Adviser - Jul 07 2014]
CF Woodford Equity Income Fund discloses top 10... [Published Asset Adviser - Jul 07 2014]
Canada equity funds post strong gains in second... [Published Asset Adviser - Jul 04 2014]
CityR appoints Robert Reid to provide consultan... [Published Asset Adviser - Jul 04 2014]
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