09/21/2020
7IM launches new platform functionality and enhancements
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
Wealth and Asset Management
09/21/2020
Three areas for investors to focus on as we reach the year-end
2020 has seen numerous global events impact investor portfolios
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
New Raymond James branch to open in Watford
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/18/2020
Wealth manager gains £320m assets in IFA deal
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Aztec Group supports Deutsche Private Equity fund
Fund IV was significantly oversubscribed and has a global investor base spanning Europe, North America and Asia.
09/17/2020
Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
St. James's Place launches three retirement-focused funds
As a response, it is launching three new funds on 21 September, named Prudence InRetirement, Balance InRetirement and Growth InRetirement, to reflect their distinctive investment objectives.
09/17/2020
Credit Suisse AM partners with Qatar Investment Authority
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
Wealth managers go global and thematic as UK equity flounders
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/16/2020
Private bank looks to grow UK football manager client base
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Rothschild & Co Half year 2020 results
Robust results in the face of very challenging market conditions
09/16/2020
Handelsbanken cuts jobs as almost half its branches to close
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
SJP joins forces with State Street for retirement range
The three-strong fund range was launched based on growing client demand for retirement products
09/16/2020
Geneva WM CIO reveals his top emerging market picks
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/15/2020
Wealth firms battle to get technology right
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
WeekWatch by St. James’s Place
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
Zurich WM to offer pension solutions
The 1e plans will be offered in collaboration with Neutrass, an insurance broker.