10/25/2019
Passing on Wealth: Motivations, Emotions and Challenges
Gareth Parsons: Our latest research report looks at the challenges and emotions associated with passing on wealth.
Wealth and Asset Management
10/24/2019
Profile: the new wealth gatekeeper with £100m ambitions
With almost three decades at Coutts between them and senior positions at two major private banks Samik Mukherjee and David McLellan decided to take a chance on going solo
10/24/2019
Rothschild & Co acquires advisory firm
Livingstone provides M&A, debt and special situations advice to entrepreneurs, and private and private equity-backed companies in the mid-market segment.
10/24/2019
Brooks Macdonald sees £28m of ouflows
Modest FUM growth, continued focus on efficiency, on track to meet full year expectations
10/24/2019
RBS announces Q3 results.
These results demonstrate our solid underlying performance in a tough operating environment.
10/24/2019
Coutts and Adam & Co get record Natwest referrals
Coutts and Adam & Co recorded the ‘best year yet’ for referrals from Natwest Commercial Banking, with 30% of new clients coming from the wider group.
10/23/2019
UBS reports fall in Q3 wealth management profit
The group’s operating income dropped 5% year-on-year to $7.09bn, while operating expenses increased from $5.72bn to $5.74bn.
10/23/2019
Finnish VC’s family office acquires stake in Augustus Capital AM
It will also permit the expansion of our offer to new sectors and geographic areas, bringing a truly international dimension to Augustus.”
10/23/2019
St James’s Place maintains inflows amid 'uncertain external environment'
St James’s Place has recently faced criticism over its fee structure, which involves higher charges than many of its competitors, as well as the lavish incentive scheme offered to its partners.
10/23/2019
Deal takes edge off Butterfield Bank profit
The core return on average tangible common equity for the third quarter of 2019 was 22.5%
10/23/2019
Refinitiv enhances its wealth portal solutions via addition of widget capabilities
The new digital tools deliver a customizable suite of widget capabilities designed to support the experiences of wealth management firms on Refinitiv’s portal.
10/23/2019
High net worth individuals think change in government threatens their finances
The research also finds that almost half of HNWIs consider a deterioration in their non-financial wellbeing, including good physical and mental health
10/23/2019
Founder of London & Capital Daniel Freedman dies
Daniel Freedman passed away unexpectedly earlier this week
10/23/2019
Wealth manager Quilter sees challenging backdrop
The sale of Quilter Life Assurance is expected to close by the year end and will result in the group becoming a more focused advice-led wealth manager.
10/23/2019
Phil Nevile Tells Coutts Clients About "Explosion Of Opportunities" In Women's Football
Coutts gender equality event celebrates great summer of sport for women and asks men to “get off the side lines”
10/23/2019
WeekWatch: St. James's Place
21 October 2019
10/22/2019
Fideuram launches training scheme to promote generational turnover of financial advisers in Italy
Fabio Cubelli, Fideuram general co-director said: "Fideuram considers support for young professionals a priority and puts considerable resources in place to encourage the growth of new financial advisers who are more capable and willing to improve.
10/22/2019
Third quarter new business inflows and funds under management updatemid-2019
Through the excellent work of our Partners and their staff in building and maintaining close relationships with clients, we are also able to report continued strong retention, resulting in net inflows for the quarter of £2.11 billion
10/22/2019
Skin in the Game – who is buying into their own company?
This chart looks at who has got skin in the game
10/22/2019
UBS warns 'low and negative interest rates' hitting business
The bank warned that “low and persistent negative interest rates and expectations of further monetary easing” would also continue to hurt the business.