10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
Wealth and Asset Management
10/15/2020
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Fiducia Wealth Management completes management buyout
'Future looks bright'
10/15/2020
Julius Baer private client boss says ‘UK jobs are safe’
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
Embracing the responsibilities of family wealth
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
Lombard Odier wins European, UK and investment thought-leadership awards
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.
10/15/2020
Schroders sees asset growth slow in third quarter
Assets under management ended last month at £536.3bn, up 2% over the quarter
10/14/2020
Winners Of WealthBriefing European Awards 2020
This news service announces the winners of this year's European industry awards from WealthBriefing.
10/14/2020
Family offices urged to take notice of HMRC's new information seeking powers
HM Revenue & Customs’ powers to obtain information from financial institutions are set to increase, with the requirement for taxpayer or tribunal approval to be removed.
10/14/2020
Sionic Wins Best Management Consultancy in the WealthBriefing European Awards 2020
As experts in our field, we believe we have a responsibility to work closely with our clients, peers and industry bodies internationally to contribute to the wider development of our industry as a whole.
10/13/2020
Julius Baer to redeem Perpetual Tier 1 Subordinated bonds issued 18 November 2015 at first call date
The bonds with a coupon of 5.9% per annum
10/13/2020
Predicting the unpredictable
Recent surveys suggest economic activity is now back to 80% of pre-COVID levels.
10/13/2020
The private banker’s metamorphosis
Long gone are the days when a banker travelled around the world prospecting with a portfolio of several hundred clients without thinking about borders.
10/13/2020
Diary of a Fund Manager
Equities had another good week, all else was unchanged and the dollar was down.
10/13/2020
Stormy sea
Many people go to the sea to clear their heads.
10/13/2020
WeekWatch by St. James’s Place
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
10/13/2020
Private wealth and the Isle of Man
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/13/2020
The Shifting Priorities of Entrepreneurs in the Time of Covid-19 by Coutts
The vast majority of entrepreneurs surveyed (85%) put access to cash at the top of their list, with 81% of respondents also ranking cheaper borrowing costs as a top tool.
10/13/2020
Sandaire losses jumped 88% ahead of Schroders deal
Sandaire has announced a third year of consecutive losses of £3.4m, as the multi-family office prepares to be acquired by Schroders.
10/13/2020
Outsourcing fund administration for efficiency
The main reasons include: increased LP and investor pressure around transparency; the requirement for secure, institutional-grade technology; governance challenges; and the pace and complexity of regulatory change - think AIFMD, FATCA, CRS and BEPs and mo