04/29/2021
Future Wealth Management merges with Frome-based adviser
"I am also excited about the additional professional development opportunities this offers for our team.”
Wealth and Asset Management
04/29/2021
EFG's Assets Hit Record
Overall, this solid performance resulted in continued strong profitability for the first quarter of 2021.
04/28/2021
Bank reports € 1.6 billion profit before tax in the first quarter of 2021
Our first quarter is further evidence that Deutsche Bank is on the right path in all four core businesses, and is building sustainable profitability,” said Christian Sewing
04/28/2021
Two New Edmond de Rothschild Funds Have Obtained the SRI Label
Two new funds have obtained the SRI label
04/28/2021
HSBC eyes acquisitions to boost wealth management business
Adjusted revenue at the group's wealth division reached $2.38 billion in the first quarter, up 65% from $1.45 billion in the same period a year ago.
04/28/2021
Diary of a Fund Manager - Catalysis - Quilter Cheviot
Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’
04/28/2021
Families using agreed purpose for wealth up 13% in two years
Four Pillars Framework Helps Agree a Shared Philosophy
04/28/2021
Hampden & Co reports revenue growth during pandemic
Chief executive notes high levels of interest from prospective clients following Adam & Co being bought out earlier this month
04/28/2021
Credit Suisse: plotting a comeback after ‘costly mistakes’ took it to the brink
New chair António Horta-Osório will look to overhaul bank’s risk management culture after the Greensill and Archegos failures
04/28/2021
IQ-EQ shortlisted again for ‘Fund Administrator of the Year’ in Private Equity Awards
This year’s awards are set to be the biggest yet, judging industry leaders across 30 different categories.
04/27/2021
Markets Have a Spring in their Step by Coutts
Equity markets strengthened against a more robust outlook for the global economy in March, which was positive for our portfolios.
04/27/2021
HSBC Holdings 1Q 2021 Earnings Release
The execution of our growth and transformation plans is proceeding well.
04/27/2021
UBS Q1 profit up 14% as Switzerland's No. 1 bank unveils Archegos charge
The default by a US-based client of our prime brokerage business resulted in an impact on net profit attributable to shareholders of USD 434m.
04/27/2021
Coutts sex claims banker launches firm with Prince Andrew
Prince Andrew has launched a private office investment business alongside a former top Coutts banker who resigned following an alleged sexual harassment scandal.
04/27/2021
Digital wealth manager Nutmeg sees surge in clients during record year
Revenue soared by 66 per cent as the business moved closer to profitability.
04/27/2021
Baillie Gifford climbs rankings in latest Boring Money customer value survey
The figures show Baillie Gifford rising from 15th to 4th in the latest quarterly rankings, with BMO also rising from 16th to 8th.
04/27/2021
Do Family Offices need Legal Professionals now more than ever before?
Family Offices are regulated entities that require structuring, compliance and planning.
04/27/2021
St James’s Place partner firms merge
‘We have come as far as we can with our current structure’
04/27/2021
Views From the Floor – You’ve Never Had It So Good…
The Harold Macmillan market: you’ve never had it so good?; and the anomalies in the gold price.
04/26/2021
Schroders Group Chief Executive gives keynote address at The Securities Analysts Association of Japan flagship event
As part of the SAAJ’s annual seminar, Peter discussed how asset managers have been adapting to the changing environment, what role they should have in creating a more sustainable society and Schroders’ focus on working closely with investors i