03/31/2021
EFG International publishes the agenda for its Annual General Meeting and announces the closing of the transfer of its Ticino-based retail business
Safeguarding the health and safety of our shareholders and employees is our top priority.
Wealth and Asset Management
03/31/2021
Wealth Management: Market Perspective
Central banks are not ready to sanction tighter policy
03/31/2021
UniCredit investors urged to reject Orcel's pay package
For the first year alone, the variable compensation is not subject to any performance conditions or claw-back clauses.
03/31/2021
We have acquired CSW
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London.
03/31/2021
Ravenscroft revamps board as Lansdown vacates chair
Hargreaves Lansdown co-founder Stephen Lansdown is stepping down as chair of Ravenscroft.
03/30/2021
Former M&S boss buys in as wealth manager raises £11.3m
The latest fundraising round brings the total raised by the company to £38m since launch in 2015.
03/30/2021
Contemi Solutions enhances corporate actions solution
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.
03/30/2021
The role of UK family offices in driving impact innovation
The increase in popularity of venture capital investing in the mid-80s led to the creation of tax-efficient investment structures incorporating entities such as limited partnership funds.
03/30/2021
Archegos, a family office, brings Nomura and Credit Suisse big losses
More bad news may follow. But the episode already raises disquieting questions
03/30/2021
Four strategies to help ensure a smooth wealth transfer
The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.
03/30/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
03/30/2021
Weekwatch by St. James's Place
The sudden change “serves as a reminder of the risks and also the opportunities to be had in emerging market-related assets,” noted Mark Dowding of BlueBay Asset Management, co-manager of the St. James's Place Strategic Income fund.
03/30/2021
UK wealth manager acquires Yorkshire-based advice firm
As it eyes another M&A deal ‘in the coming months’ to tap into an ‘under-advised market’
03/29/2021
BlackRock Tops the First Fund Brand 50 Global Asset Manager Rankings
Broadridge’s Fund Brand 50 study expanded, reveals best-performing fund brands globally
03/29/2021
Lombard Odier expands into Brazil
It has approval from the local securities commission to operate as a securities advisory entity.
03/29/2021
Geneva private markets boutique launches platform for qualified investors
Private banks, family offices, pension funds and independent managers can all use the new service.
03/29/2021
VP Bank buys stake in Chinese asset manager
The partnership includes product and services collaboration, notably investment management and custody of client assets with Hywin Hong Kong and its affiliates.
03/29/2021
Fairstone continues acqusition spree with Glasgow-based IFA
The focus of its approach is to attract businesses that do not want to sell today but instead want to grow and develop.
03/26/2021
Digital wealth is taking off, are you onboard?
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Charity Commission launches a campaign to refresh trustee knowledge of charity governance
The Charity Commission has launched five videos to help trustees be “certain in uncertain times”, which accompany the ‘5 minute guides’ for trustees which were published in November 2020. The videos and the guides aim to fulfil th