06/01/2020
Early Stage Companies - Move Fast or Move Aside - Coutts
Early stage companies have had to move quickly to survive the sudden drying up of cash flow, but there are opportunities for those with the foresight to adapt.
Wealth and Asset Management
06/01/2020
Leicester wealth management firm predicts 20% profits boost
Remaining staff bonuses and all directors’ bonuses relating to the financial year just ended will not be paid.
06/01/2020
Wealth management firm posts ‘resilient’ results
The company continued to trade profitably, in line with our expectations, while focusing on cash management and paying down both Deferred Consideration and Loan Notes as they matured.
06/01/2020
Why are Credit Markets Rallying?
The recovery has been broad-based to include not only the areas directly targeted by the Fed, but also emerging market debt.
06/01/2020
Returning to the workplace: plan for success
Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .
06/01/2020
IQ-EQ Family Office Services for UHNW clients
The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families
06/01/2020
Mattioli Woods surges as profits beat forecasts by 20%
Chief executive Ian Mattioli will continue to take a cut in salary as the firm continues to stem the threats from Covid-19.
05/31/2020
Investec Irish restructuring cost £41m
Last May, the South African-founded bank sold its wealth management business in Ireland to British investment manager Brewin Dolphin for €44m.
05/31/2020
Warburg Pincus steps in to rescue £1.8bn wealth merger
Warburg Pincus is investing more than £250m to secure the creation of the UK’s fourth-biggest wealth manager, Sky News learns.
05/31/2020
Relaxation of lockdown gives investors hope
We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.
05/29/2020
Wealthtime eyes growth after buyout
Ms Bristow said Wealthtime would also look to create strategic relationships with discretionary fund managers and advice firms to offer white label
05/29/2020
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
05/29/2020
Rathbones halves its 9% stake in Jupiter trust as Richard Buxton takes over
Renowned fund manager is running investment trust money again for first time in seven years
05/28/2020
M&G buys adviser platform from Royal London
Acquisition of £14bn-in-assets business will help newly listed asset manager push further into retail market
05/28/2020
How Lockdown Cpuld Lead to "A Rich Inner Life"
Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.
05/28/2020
Hampden raises £7m on path to profitability
The bank has also experienced an upswing in new clients who are migrating accounts and loans to Hampden & Co from other banks.
05/28/2020
St. James's Place gets FUM up from markets and inflows
“Following record first quarter new business, we have naturally seen a reduction in new investments as the COVID-19 crisis developed,” said chief executive Andrew Croft
05/28/2020
UK investment boutique champion dies
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
The Luxembourg SPF: A private wealth management company of choice
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.