11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
Wealth and Asset Management
11/14/2019
Upwards bullying: reversing the norm
The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.
11/13/2019
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
11/13/2019
EFG reports on business performance and announces GBC appointment
The tension remains high as to whether the Swiss private bank EFG International can take the helm.
11/13/2019
Family offices: much more than private investment businesses – Roelof Botha
Roelof’s team in London works with a wide range of clients, mostly international families
11/13/2019
Top JPM strategist calls out ‘Armageddonist’ fund managers
In a note to clients yesterday, Michael Cembalest highlighted how investors would have lost out had they listened to warnings from a number of prominent financiers
11/12/2019
World’s Rich Readying for Major Stock Sell-Off, UBS Wealth Says
"They see global interconnectivity and reverberations of change impacting their portfolios more than traditional business fundamentals, a marked change from the past.”
11/12/2019
Mediobanca bets on wealth management, consumer finance in new plan
Wealth management will deliver top-line growth of 8%
11/12/2019
Is this year's gold boom headed for an equally rapid bust?
Over the past year gold has surged, but is the bull market for the precious metal sustainable?
11/11/2019
Tatton Asset Management hits £7 billion
The firm raised its interim dividend by 14.3% to 3.2p on the back this showing.
11/11/2019
AFH Financial Annual Results Jump As Takeovers, Organic Growth Deliver
During the year, AFH completed eight acquisitions with a total consideration of up to GBP30 million.
11/10/2019
Bankers in $220 Billion Scandal Offered Gold to Hide Client Cash
Danske Bank, which is being investigated across Europe and in the U.S. after failing to screen about $220 billion that gushed through its non-resident unit in Estonia from 2007 to 2015
11/08/2019
Why Luxury Property is Safe Haven for Ultra Wealthy Family Office Investors
Returns for international residential property averaged 6.7%.
11/08/2019
These 4 European countries still have a wealth tax. Here's how it's working out for them.
The wealth tax has become the subject of fierce debate as progressive 2020 Democratic candidates champion it as a mechanism to redistribute wealth and curb the economic power of the wealthiest Americans.
11/08/2019
German Commerzbank reports higher profit in Q3
Consequently, the bank reduced its cost base to 5.1 billion euros in the first nine months of 2019.
11/07/2019
Top 100 financial advisers revealed
It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.
11/07/2019
Coutts London Prime Propert Index | Q3 2019
A weak summer has seen prime property prices back where they started at the beginning of the year.
11/06/2019
Dolfin launches Private Investment Club
We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.
11/06/2019
Brooks Macdonald lowers ongoing charges for Platform Managed Portfolio Services
By targeting a lower OCF for our Platform Managed Portfolio Service, we are providing an offering to advisers to deliver for their clients in a way that aims to ensure the total cost to the end client remains competitive.”
11/06/2019
Vontobel says advised client assets rise to record
In total, the net inflow of new money generated by Vontobel for the last nine months was over its 4-6% target range," it said in a statement, adding that overall results for first nine months of 2019 exceeded those of the prior-year period.