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Wealth and Asset Management

04/17/2020

Acquisitions boost London wealth management firm's income by nearly £10m

Not surprisingly, the rapid spread of COVID-19 and the unprecedented reaction of the global markets, has negatively impacted the value of our clients’ funds and consequently our second quarter total income.

04/17/2020

Be wary of MPAA if tapping into pension

The MPAA restricts subsequent pension contributions after withdrawal to just £4,000 a year.

04/16/2020

Deutsche Bank Wealth Management launches new strategic asset allocation ETF-based funds

The launch is in response to demand from clients for simple, cost-effective, long-term investment portfolios designed to address the challenges of unstable market cycles.

04/16/2020

Deutsche WM to launch allocation funds in Asia

Volatile markets prompted the introduction of the funds, which invest in ETFs and aim to address “unstable market cycles”.

04/16/2020

Managers of Wealth Appreciates Its Advertisers

We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.

04/16/2020

Charles Stanley revenues rise as heavier trading offsets tumultuous markets

"Current trading is challenging, and at this exceptional time, it is difficult to predict what the outcome for the 2021 financial year might be"

04/16/2020

Covid-19 puts brakes on Tilney and Smith & Williamson deal

The new transaction structure would feature a "material" new equity investment and therefore a significant reduction in the external debt levels of the combined group.

04/15/2020

Review of the Week: The Bramble Bush

With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown.

04/14/2020

Swiss asset manager GAM doubles 2020 cost cuts amid outflows

GAM remains committed to its existing strategy and will provide a further update at the half-year results due for release on 4 August 2020

04/14/2020

Julius Baer to postpone AGM, propose split dividend

The Board of Directors took the decision despite a robust performance in the first quarter and a continued solid capital and liquidity position.

04/14/2020

Protecting your art investment in the age of coronavirus (COVID-19)

While the art market has continued to be robust since that time, it took almost ten years to recover. In 2017, the global sales numbers were only then reaching their pre-2007 highs.

04/14/2020

Global Market Insights by WHIreland Wealth Management

Panic continued to hit global markets throughout March and the UK was no exception with the FTSE 100, FTSE 250 and FTSE

04/14/2020

Pope Francis Starts Emergency COVID-19 Fund

“The private sector is likely to respond to the highest bidder for many of these supplies, that’s just business.”

04/14/2020

Quarterly Update: The Coronavirus Economy

After finishing 2019 on a high, the pandemic provided an unexpected shock for markets in the first quarter of 2020

04/14/2020

Worst film ever by Tim Price

That’s a company that’s basically 10x’d their market cap.

04/13/2020

Smaller wealth managers will be all the more vulnerable after the crisis

Even if revenues are boosted temporarily, the overall impact on private banking will be disruptive

04/13/2020

How Angolan Elites Built a Private Banking Network to Move Their Riches Into the European Union

The network sent at least $324 million through its banks, with most of the funds originating in Angola.

04/12/2020

U.K. Taps Fintechs and Queen’s Bank for Business Rescue Push

Borrowers have faulted banks as too slow to make crucial loans

04/09/2020

Brown Shipley finishes NW Brown integration

This region is a hotbed of innovation and entrepreneurialism and this acquisition provides significant opportunities for us to grow here.

04/09/2020

How the best advisers are keeping business running as usual

Video conferencing isn’t just for clients.

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