12/14/2022
China’s zero-Covid retreat sparks wealth management product sell-off
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
Wealth and Asset Management
12/14/2022
Barclays significantly increases sustainable finance as the opportunity to accelerate the transition grows
The success of the investments to date means an increase in the investment mandate to £500m is required to allow Barclays to continue existing efforts and support new investments.
12/14/2022
Inflation eases to 10.7%: What this means for your personal finances
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
Unintended inefficiencies hinder scalable growth
'Inherent business inefficiencies'
12/14/2022
Wealth management firm expands Midlands footprint with latest acquisition
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/14/2022
AJ Bell: Investors using portfolio money for cost of living crisis
One in five AJ Bell customers
12/13/2022
Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital
12/13/2022
BNP Paribas strengthens private assets capability
Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.
12/13/2022
Hampden & Co cashes in on Adam exodus
The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.
12/13/2022
Swedish wealth management firm selects Bricknode to consolidate investment operations
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.
12/13/2022
Wealth management firm agrees City Quays 3 deal
The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.
12/13/2022
RBC Wealth Management look to defensive European equities in 2023
Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.
12/13/2022
Four Wealth Management Trends Taking over in 2023
2023 will see the continued digitalisation of the client experience, from onboarding to day-to-day activities.
12/13/2022
Ocorian wins Best Family Office Governance in Channel Islands
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.
12/13/2022
Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Julius Baer Writing Down Its Italian Wealth Manager Investment
Global financial markets have seen significant declines in equities and bonds, both of which are particularly relevant to Kairos.
12/12/2022
Impairment of Kairos goodwill following unprecedented difficult year for active asset managers
As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer
12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
12/12/2022
Quilter Foundation awards £23,000 to three local charities
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
Walking the tightrope: how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…