04/21/2022
SJP partners get new vulnerable client tools
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
Wealth and Asset Management
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
GAM Holding AG Releases Interim Statement For The Three-Month Period To 31 MArch 2022
The client will be moving approximately CHF 10.5 billion of funds and approximately CHF 1.0 billion will remain with GAM.
04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/19/2022
Fifth of UK bankers earning more than £125,000 a year benefited from non-domiciled tax status, new research reveals
The new research found the 'non-dom' status benefitted the higher earners most.
04/19/2022
Advice firm targets rugby players in recruitment strategy
Rugby players show complete commitment to their trade
04/14/2022
Brooks Macdonald flows up but funds fall 3.9%
The firm’s investments underperformed by 4.9 per cent over the quarter
04/14/2022
Zurich WM partners with Sygnum Bank to expand crypto offering
The wealth management firm will have access to a variety of products including direct investments into Bitcoin and Ethereum and exposure to tokens in sectors such as DeFi, the metaverse and gaming.
04/13/2022
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
04/13/2022
My time in a cold-calling factory for SJP partners where we were told to lie
As a student, I worked for a commission-paying lead generation company that instructed me to lie to leads when calling to book appointments for SJP partners.
04/13/2022
Forrester outlines a future-fit vision for digital transformation
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
04/13/2022
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
04/12/2022
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.
04/12/2022
Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.