04/15/2019
Lombard Odier wins three leading European awards
The judges were impressed by the evolution of our investment offering in 2018
Wealth and Asset Management
04/14/2019
Laithwaite bottles Majestic bosses
His biggest battle was with Greg Hodder, who spent 14 years as chief executive of Laithwaite’s Direct’s Wines, with orders to “polish the rough diamond”.
04/14/2019
British wealth manager may acquire Investec Irish wealth management business
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
Creating Impact—The Promise of Impact Investing
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In
04/14/2019
Quite the quarter: Markets on the rebound
Most asset classes bounced back in Q1 from the heavy losses of 2018, but how long can it last?
04/12/2019
Winners Of WealthBriefing European Awards 2019
The ceremony is part of a series of awards
04/12/2019
UBS chairman: Europe is running out of economic policy options to boost growth
On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.
04/11/2019
Charles Stanley Direct clients ignore fee hike to lift assets 15%
The figures were contained in an update on first quarter fund flows showing total client assets of £24.1 billion held within Charles Stanley.
04/11/2019
Multi-family office Hottinger introduces art consultancy services
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
04/11/2019
Wealth manager rolls out financial education workplace scheme
The workshops are based around retirement and pensions but will have IHT elements soon
04/11/2019
The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/11/2019
DFM business drives Saunderson House growth
Discretionary fund managers run portfolios in the way they think best, rather than engaging regularly with the end client.
04/11/2019
Tilney figures show recovery after 'challenging' assets slump
They also showed gross new inflows of £2.9bn at the end of 2018, down from £3.2bn in the previous year.
04/11/2019
Simon Talks about Use of Private Trust Company Structures for Family Business Ownership
“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.
04/11/2019
Technology: the M&A Influencer
Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.
04/11/2019
Market gains push Man Group assets up 3.5 percent in first quarter
While we expect clients to continue adjusting their portfolio allocations during the second quarter, we see ongoing engagement with clients on new mandates and, in particular, continuing strong demand for our total return strategies.
04/10/2019
Massive Impact on Wealth Management App Market Globally To 2025
It has been summarized with a blend of primary and secondary research techniques.
04/09/2019
Credit Suisse under fire from proxy advisers for CEO bonus
Glass Lewis's recommendation in the non-binding vote comes as Swiss ethical investment proxy adviser Ethos also urged shareholders reject the pay report.
04/09/2019
Corry Capital Advisors Selects Northern Trust
Northern Trust will provide fund administration and depositary solutions for CCAs new Irish Life Settlements Irish Collective Asset-management Vehicle
04/09/2019
Two European institutions lay claim to the title, but which one is the world’s oldest bank?
The growth of trade and a monetary system across Renaissance-era European society created a demand for institutions that could store personal and commercial assets securely, and even make loans to people in need of a cashflow boost.