04/23/2020
In this context, it is significant that family offices are spending more on family professional services, with the average spend per family office reaching US$1 million in 2019
04/23/2020
Derek Bradley, chief executive of PanaceaAdviser, said although advisers will have built up capital reserves in light of their regulatory duties, this may not be enough to allay the "gut concerns" of many advice businesses in the industry.
04/23/2020
While private banks are often accused of being secretive, there has been some cultural shift in recent years.
04/23/2020
Pretax profit rose 13% but, excluding the gains on the fund platform and major provisions for litigation, it fell 11%.
04/23/2020
Four members of the Cavendish senior fund management team will transfer to Stonehage Fleming and continue to manage these funds.
04/22/2020
The country has been one of the worst hit by the pandemic in Europe
04/22/2020
Joint venture will ‘provide life-after-settlement investment advice’
04/22/2020
Chris Read, group chief executive at Dunstan Thomas, explains: “Platform Action brings a terrific combination of top flight strategic IT expertise as well as broad delivery capability and very deep platform domain expertise.
04/22/2020
The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.
04/22/2020
JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands
04/22/2020
Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch
04/21/2020
Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.
04/21/2020
This strategically important acquisition adds depth and breadth to our funds business
04/21/2020
Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.
04/21/2020
Old Mutual Wealth took 6 per cent of transfers but had a lower average transfer value at £320,000
04/21/2020
Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.
04/21/2020
Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.
04/20/2020
The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.
04/20/2020
The uncertain economic landscape is impacting on people’s lives and livelihoods.
04/20/2020
Such discussions are preliminary, require certain third party consents