05/21/2020
Technology: Tech will ‘democratise’ wealth management
The data collection was managed during January and early February 2020 and concluded before the effects of Covid-19 reached their peak in the survey’s markets.
Wealth and Asset Management
05/20/2020
Is a wealth tax on the cards to fund UK covid-19 recovery?
As 72% of MPs agree taxes should increase to fund public services
05/20/2020
UBS courts tycoons with view to doubling of Russian wealth business
Western banks limited their activity in Russia after sanctions were imposed on Moscow in 2014, freezing the funds of some wealthy Russians, with further measures imposed by the United States in 2018.
05/20/2020
Schroders Personal Wealth embarks on hiring spree
The firm has said that bonuses will be based on a “balanced scorecard” of measures rather than just revenue generation.
05/20/2020
Ninety One announces its maiden results for FY20
This was a pivotal period in the evolution of our business.
05/20/2020
Close Brothers Asset Finance launches free-to-use SME research data hub
The only requirement the company has placed on the use of the data is that it must be credited by the user as the source of the data.
05/20/2020
Value for today’s wealth managers via comprehensive cloud-based solution
Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.
05/20/2020
DFMs adapt in battle to find new clients
Several wealth managers have had ‘eye-opening’ experiences when using technology to replace face-to-face meetings with prospective new clients.
05/20/2020
Spanish bank launches new discretionary offering
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/20/2020
Fairstone gains £104m assets in fifth deal of 2020
Fairstone recently confirmed it was honouring all bonuses and pay rises amid the coronavirus lockdown after cutting £1.4m in costs from the business.
05/19/2020
Julius Baer reports strong increase in client activity
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.
05/19/2020
DB Privat-und Firmenkundenbank merges with Deutsche Bank
The merger of the legal entities is an important element of the transformation for which Deutsche Bank set itself ambitious goals in summer 2019
05/19/2020
Hargreaves Lansdown founders suffer £1bn hit to personal wealth
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
05/19/2020
You’re Fired! When Do You Sack the Fund Manager?
Sacking a fund manager is costly and complex. So, what type and size of drawdown should cause you to risk changing a fund manager?
05/19/2020
Sanlam bond boss targets £10bn Aum
I hope Sanlam is the last place I work
05/18/2020
Quintet's Losses Widen on Expansion Push
Total client assets rose to €81.5 billion as of December 31, 2019, up from €72.6 billion at the end of 2018.
05/18/2020
Quilter launches mental health support hub for financial advisers
“Our workplace has now changed to our own homes and it’s just as important that we all feel supported, and that extends to the advisers that work with us.
05/17/2020
Investors Contemplate Life After Lockdown by Coutts
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
St James’s Place to launch first passive funds
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
Deutsche Bank sets itself 'ambitious' sustainability targets
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.