03/10/2021
Wealth Check by St. James's Place
Some investors believe that ‘value’ investments are set to enjoy their time in the sun after several years in which high-growth companies such as Tesla have taken the limelight.
Wealth and Asset Management
03/10/2021
Northern Trust Wins 18 New Asset Servicing Mandates with UK Pension Funds in 2020
New clients won in 2020 included corporate and local government pension schemes. This continued business growth underscores Northern Trust’s commitment to the UK’s retirement industry.
03/09/2021
Trends in wealth management; a look back at 2020
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
Coutts' personal portfolio funds attract £55m in best ever month
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
Keep calm and carry forward
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
VP Bank cuts dividend as net profit falls 43% and proposes board member
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/08/2021
Mary-Anne Daly wins Gold as CEO of the Year
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
Nikko AM Sets Target to Increase Women’s Share of Managerial Roles
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
Rotating the Old Normal
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
03/08/2021
COVID takes a toll on women’s finances
Educate and empower to level the playing field
03/08/2021
Breaking barriers: deconstructing unconscious gender bias in wealth management
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Tilney on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Financial services group hits £1bn mark with double acquisition
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Market access and facilitating post-Brexit investment flows
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Credit Suisse terminates supply chain finance funds
Management fees for the funds are waived with immediate effect.
03/05/2021
‘Are robots taking over wealth management?’: Geneva WM
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Rathbones ends 'challenging' year with a dividend hike
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Success For JTC At 2021 Citywealth IFC Awards
Announced at a virtual gala ceremony on 23rd February