03/07/2019
Schroders Needs Its Lloyds Wealth Venture Bet to Pay Off
Trying to lure more wealthy clients isn’t a novel approach, but it’s increasingly necessary.
Wealth and Asset Management
03/06/2019
Is this the calm before the storm?
The evidence points towards a moderation of economic growth as global labour markets remain tight, and production nears capacity. This means that above-trend growth risks generating inflation.” - Philip Smeaton, Chief Investment Officer
03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/06/2019
Guardia di Finanza Approaches Swiss Banks
The letter contains a deadline, by which the answer should be forthcoming
03/06/2019
Millennial Women Are Letting Men Take Care of the Money
More than nine out of 10 women (91%) said they felt less stressed and were more confident about their financial future (94%), believing they and their partners made fewer mistakes when they were both involved (93%).
03/06/2019
Five questions with Simon Cooter commercial lines and HNW director at Covéa Insurance
We listen to what our brokers want, and we try and make it easy for brokers to do business with us.
03/06/2019
State Street brings ‘Fearless Girl’ to London
US asset manager brings the iconic statue to London to mark International Women’s Day
03/06/2019
LGT officially opens its office in Bangkok
Located in the Pathum Wan District, the office will provide investment and wealth management services to the bank's clients across Thailand
03/05/2019
MAQS Asset Allocation Monthly - March 2019 - Swinging from fundamental to liquidity drivers
A summary is below
03/05/2019
Lord Rothschild: '2018 was the most difficult and treacherous year since 2008'
RIT Capital Partners results
03/05/2019
WH Ireland to raise capital to bolster capital buffers
New shares in the company would be issued at 45p each.
03/05/2019
WH Ireland seeks £5m to comply with FCA rules
The Directors believe that the Placing is the most cost effective and certain method to raise funds at this time
03/05/2019
WeekWatch
Fortunately, the first two months of 2019 have shown that the risk-reward relationship need not be so unequal.
03/05/2019
VP Bank FY Net Income Down 16.8%
The bank’s cost/income ratio was 75.8% at end-December 2018, versus 64.2% last year.
03/05/2019
"Dry power" and market distortion by Robert Crowter-Jones, Head of Private Capital at Saranac Partners
Dry powder is focused on the amount of investable capital that is available under private equity management which might increase entry pricing or lead to poor market outcomes for investors.
03/04/2019
Julius Baer acquires majority stake in NSC Asesores
NSC Asesores manages client assets of approximately USD 3.5 billion.
03/04/2019
UK-based wealth manager launches new sustainable model portfolio service
The funds will be screened initially to exclude certain industries, followed by a second screen to identify funds which are rated highly on the environmental, social and governance (ESG) scores of their underlying companies.
03/04/2019
ABN AMRO closes the acquisition of Societe Generale Private Banking Belgium
The required regulatory and merger control approvals have been obtained and the transaction was completed on 28 February 2019
03/03/2019
1825 acquires BDO Northern Ireland’s wealth management business
BDO Northern Ireland’s wealth management team specialises in all aspects of wealth planning and support from corporate to personal and trust advice.
03/01/2019
Profits Rise at J. Safra Sarasin
The solid performance of 2018 is a testament to the consistent revenue generation of our core business and the prudence with which we manage the Group at all times.