So who are Altegris Advisors? 07/05/2013 Its 10th Strategic Investment Conference may have attracted considerable attention, courtesy of a flippant comment made by Professor Niall Ferguson, one of the speakers (see accompanying article). But the media, appears to have ignored completely Altegris Advisors, its sponsor and organiser completely.
Bestinvest to acquire ‘similar sized firm in 2014,’ says CEO 03/05/2013 Since the start of 2013 there has been a surge in merger and acquisition activity with the UK’s wealth management sector and at least one firm is planning to continue it into 2014. Bestinvest will make one acquisition next year, Peter Hall, its chief executive has told thewealthnet.
McInroy & Wood: How an ‘unknown’ investment management firm generated PAM Award winning performance 13/03/2013 The news that McInroy & Wood won a PAM Award for Investment Performance - Growth Performance and was a finalist in the Investment Performance - High Growth performance may have surprised many investment consultants and “experts,” as could the success of Rowan Dartington Signature, another small firm that featured prominently in the 2013 PAM Awards.
It should have come as no surprise to readers of thewealthnet, however.
Williams de Broë acquisition was at vanguard of wave of M&A activity, says Investec Wealth & Investment CEO 11/03/2013 There has been a wave of merger and acquisitions (M&A) in the UK’s wealth management sector recently. Jonathan Wragg, chief executive of Investec Wealth & Investment, told thewealthnet that the signs are more deals will occur in the coming months, but he is glad that Investec was at the “vanguard” of this wave of activity with its acquisition of Williams de Broë.
Playing to its strengths – Rothschild Wealth Management UK CEO on how it plans to grow 25/02/2013 Whilst there are good reasons to suggest that the recent scandals at some big banks will not result in an exodus of clients from their wealth management business (see thewealthnet 18/02/2013), not many banks are likely to say at the moment that they want their wealth management business to leverage the reputation of its investment banking arm.
One exception to this is Rothschild.
Pension platform to have access to Barclays Wealth funds 18/02/2013 Barclays' Corporate & Employer Solutions (C&ES) division is teaming up with Aegon and Zurich to provide a corporate pension platform with access to Barclays Wealth & Investment Management investment funds.
