06/16/2020
The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.
06/16/2020
We see HNW wealth declining by 4 percent or $3.1 trillion in 2020, a major departure from the previous decade’s consistent annual growth trajectory.
06/15/2020
Rob Gardner is on a mission to modernise the FTSE 100 wealth manager after a turbulent period
06/15/2020
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
The module, Financial Service, Regulations and Ethics (FSRE) is the first of three modules needed to obtain the Level 4 qualification from the London Institute of Banking and Finance, enabling graduates to become a UK financial adviser.
06/15/2020
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
The Creative Arts sector has been badly impacted by the pandemic
06/14/2020
Other sectors have been much harder hit: average weekly pay for men working in accommodation and food services has fallen
06/12/2020
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
It will offer investment services to private clients, fiduciaries and family offices
06/11/2020
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.
06/11/2020
Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner
06/11/2020
This turn in market sentiment is further supported by some of the data that we are seeing from China
06/10/2020
The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.
06/10/2020
The firm is staffed by six advisers.
06/10/2020
GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.