10/30/2020
UBS and Partners Group launch private markets offer worth up to CHF 3bn
The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).
10/30/2020
Lloyd’s of London underwriting for private clients
Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.
10/29/2020
Van Lanschot Kempen: third quarter 2020 trading update
Client assets increased by € 2.9 billion to € 106.3 billion this quarter.
10/29/2020
In a statement, Credit Suisse said it is focused on supporting clients “through the persisting COVID-19 pandemic and the resultant economic challenges.
10/29/2020
While it has exited the UK focused Special Situations fund, the team said the UK overall was ‘cheap and unloved’.
10/29/2020
It posted profit before tax of £1 billion and is now expecting the amount of money it has to set aside for bad loans this year to be at the lower end of forecasts.
10/29/2020
It’s a success, perhaps in part because of a shared focus on charity.
10/29/2020
It also welcomed the firm’s preparations for Environmental Social and Governance (ESG) investing which had attracted interest from clients looking for more sustainable investment.
10/29/2020
All grown up As the industry matures, it must become more aware of the responsibility it has to make a positive impact on its portfolio companies, but also the world.
10/29/2020
Lower interest rates continue to impact income but we remain well-positioned to meet our financial targets
10/29/2020
Findawealthmanager.com matches investors with wealth management firms based on their needs
10/28/2020
Switzerland-based asset manager selects Northern Trust
Group’s Focus on Expanding its Range of Sustainable Solutions Aligned with Environmental, Social and Governance Criteria
10/28/2020
Deutsche Bank posts surprise profit
Our more focused business model is paying off and we see a substantial part of our revenue growth as sustainable.
10/28/2020
Families demonstrate commitment to improving environmental outcomes and reducing inequality
This is particularly interesting when you consider that, to the untrained eye at least, you could presume our clients to be inclined to prioritise returns over values.
10/28/2020
“If you’ve ever wondered which side you’d be on in 1930s Germany, now you know.”
10/28/2020
Walker Crips buys HNW adviser
Walker Crips has purchased the client book and assets of Yorkshire financial adviser MA Heap.
10/27/2020
St James’s Place net inflows slow amid ‘challenging’ environment
Funds under management at record high of £118.7 billion
10/27/2020
A client agreement accessible on Fairstone’s website reads: “Information provided by Fairstone Private Wealth may form part of a recommendation we make to you.
10/27/2020
Many investors are guilty of ‘home bias’ – having too much money in their own nation’s markets relative to the size of that nation’s market in global terms.
10/27/2020
SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’