03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
Wealth and Asset Management
03/25/2022
Energy supply shock and new geopolitical realities
The US and eurozone have been expanding faster than average, and job markets, corporate profits and household savings are all solid, supporting production and consumption.
03/25/2022
Kreston Reeves snaps up advice firm
Tarvos will merge into the Craven Street Wealth group over time
03/25/2022
IFA hit with email hack as FCA warns on cyber resilience
They shared it with Taber to understand “whether it was a scam”.
03/24/2022
Why the Tilney Smith & Williamson names are disappearing
The research also showed that the brands were well-liked by their legacy colleagues and clients.
03/24/2022
Advice consolidator buys IFA firm
Schroders’ subsidiary Benchmark Capital once owned a 24% stake in the acquired company
03/24/2022
SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
03/23/2022
WealthSelect bolsters portfolios
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
Why are private banks setting up shop in Spain?
The development of the intermediaries Spanish market will be under the remit of Claudia Linares and the bank will strengthen with new hires.
03/23/2022
Annual financial statements of the Credit Suisse Real Estate Fund International as of December 31, 2021
As a result of the portfolio expansion, the positive revaluation of existing properties, and the construction progress of a newbuild project, the market value of the portfolio properties increased to CHF 4,205.5 million (previous year: CHF 4,033.8
03/23/2022
Schroders CEO calls for more financial health checks pre-retirement
We need to sell the benefit of good advice.
03/23/2022
Rothschild’s Wealth Unit Won’t Accept New Russian Clients
Private banking unit has about 70 Russian-nationality clients
03/22/2022
Archegos quietly built stake in Deutsche Bank
Germany’s biggest bank was also among the lenders to the family office whose collapse left rivals with $10bn in losses
03/22/2022
Coutts to Stop Investing in Russian Assets
In line with our investment principles, we’re removing Russian assets from our client portfolios and funds.
03/22/2022
WealthSelect bolsters portfolios as equities sold in favour of alts and bonds
“Being active will be key in this market environment and allow investors to navigate any disruptions by remaining well diversified and alert to opportunities when they arise.”
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients
03/21/2022
Julius Baer publishes Annual Report 2021 and Sustainability Report 2021 and provides update on climate targets
The Sustainability Report includes a detailed outline of Julius Baer’s new climate strategy to achieve net-zero carbon emissions in its own operations by 2030.
03/21/2022
Wealth management firm signals commitment to region with new Birmingham office
“As home to, almost a sixth of the UK’s population, close to 650,000 vibrant companies and several leading UK universities"
03/18/2022
Anglo-South African bank and wealth manager Investec lifts profit forecast
That marks a significant increase on the previous year, when the pandemic hit the lender and profits came in at £377.6million.
03/18/2022
Why are more family businesses turning back to the family office model?
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.