07/16/2020
Fitch Rates St. James's Place IFS 'A+'; Outlook Stable
This is somewhat offset by Fitch's assessment of the group's diversification as 'Less Favourable' due to a focus on the UK retail savings market.
Wealth and Asset Management
07/16/2020
Horizon 2020: long-term investing in a world marked by pandemic
The 2020 edition of Horizon assesses the pandemic’s impact on Pictet Wealth Management’s 10-year economic forecasts and return expectations across asset classes.
07/15/2020
Handelsbanken’s Interim Report January – June 2020
In Q2 2019, a restructuring reserve of SEK 30m was recognised. In Q2 2019, the Bank received a dividend of SEK 55m from VISA Sweden.
07/15/2020
Island’s EFG bank presence is 'under review'
Despite the recent market turmoil, we had a solid business performance in the first quarter.
07/15/2020
Quilter Cheviot’s financial strength acknowledged by AKG
Quilter Cheviot has received a ‘B+’ AKG financial strength rating
07/15/2020
Quilter Foundation donates £50,000 to newly launched DEC Coronavirus appeal
The appeal will seek to deliver urgent support to vulnerable and displaced people in areas where basic healthcare provision and issues of sanitation and nutrition have been exacerbated by the Covid-19 crisis.
07/15/2020
Isle of Man Private Wealth Report 2020/21
Political and economic stability of the jurisdiction is crucial for the successful future. Further consolidation of the private wealth service providers.
07/15/2020
How impact investing can help EM attain the UN SDGs
Looking ahead and despite these hurdles, emerging markets appear to be a fertile hunting ground that holds plenty of potential for impact investors.
07/15/2020
Crestbridge recognises staff with raft of summer promotions
The promotions come as Crestbridge continues to grow its multi-jurisdictional workforce, having recruited more than 15 new starters over recent months, despite ongoing challenging global working conditions.
07/15/2020
Guernsey Private Wealth Report 2020/21
At present, the demand to establish multi-family offices is increasing, higher than that for single family offices. Furthermore, the regulatory environment is increasing for all family offices.
07/15/2020
Schroders Personal Wealth launches multi-asset fund range
The funds are the first to be launched by the Schroders and Lloyds wealth partnership under its new ACD.
07/14/2020
Schroders new fund range delivers a blend of active and passive investments
The portfolios are under constant and continued review by the investment committee and are formally rebalanced and reviewed on a quarterly basis.
07/14/2020
Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards
This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a
07/14/2020
Arbuthnot profits plummet on £2.7m interest rate hit
Since that time the Bank has responded positively to remote working and has continued to support all of its clients’ needs.
07/14/2020
Stunning Irish island sells for over €5.5 million to super rich European
The 157-acre island is home to three sandy beaches populated by seals, farming pastures and extensive natural wildlife and has seven luxury properties across the island.
07/14/2020
Standard Chartered PB survey finds 'increased HNW investor interest' in sustainable investing
Investors from different regions, have differing views on which of the SDGs are of higher importance
07/14/2020
The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week
The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.
07/14/2020
Is the S&P500 Index Useful Anymore? - MAN Institute
This outperformance makes sense.
07/14/2020
Ex-BRI Wealth Management director sets up IFA firm
She was previously a private client manager at Killik & Co
07/13/2020
Woodford stages comeback with biotech role at wealth manager Juno
Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".