10/25/2016
Meet the Investment Influencers: Quilter Cheviot's David Miller
The Investment Influencers series, offers insights into how key industry players see the world of investing and expect to deal with such challenges
Wealth and Asset Management
10/25/2016
Going up by St James's Place
“When I was a boy, the most trusted man in America was the newscaster, Walter Cronkite, who once said, ‘If you’re not confused, you don’t know what’s going on.’
10/25/2016
London tops list for quality of life, sorry Paris and New York
Thirty cities were rated on their culture, entertainment, infrastructure, health and general happiness.
10/24/2016
Do you have that NPS fever? OSAT got you down? Fear not!
This week we’re giving you a crash course in becoming satisfaction savant. Turning sentiment into strategy can be a tricky task but here are a few #satisFACTS to guide you:
10/24/2016
Lady Shifty takes a 13-mile helicopter trip to go shopping: Armed with a £27,000 handbag, shameless Tina Green hops to Nice from the Monaco tax-haven where she shovelled millions from BHS
She opted for a casual look for the journey, pairing black trousers with a dark green animal print jumper and black embellished boots.
10/24/2016
Harrods Bank begins international money transfers
Harrods Bank customers can take advantage of World First’s competitive rates with the same level of personal service and excellence
10/21/2016
Lombard Odier opens private bank office in Milan
The Swiss-based Lombard Odier Group announces today that it is opening an office in Milan for private clients. It will provide the opportunity to be closer to clients in Italy and to drive future growth in this important market.
10/21/2016
Management buyout announced at Coutts & Co Trustees (Jersey)
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/20/2016
Wealth managers ask if women need to change the way they manage their money
Gender pay gap widens significantly after women have their first child
10/20/2016
Close Tactical Select Passive fund range celebrates fifth anniversary
The five year cumulative return for the TSP Conservative fund has been 44.0%, the TSP Balanced 55.8%, and the TSP Growth 58.0%.
10/20/2016
Rathbones plans to raise £38m as bond yields impact DB schemes
Looking to raise £38m
10/20/2016
GAM Sees Significant Profitability Drop This Year on Volatility
Frequent bouts of volatility amid sideways markets have led to risk aversion among clients.
10/20/2016
Small is still key for City Asset Management
Four years on from being Wealth Manager cover star, Coghill also discusses the impact of increasing regulation on her family-run business.
10/20/2016
New world order: Have Hargreaves and SJP had their day in the sun?
Perhaps controversially, analysts also point to advice-led models being better positioned for the financial services market of the future.
10/19/2016
Progeny Launches New Venture
Progeny Asset Management’s launch is a crucial milestone for Progeny
10/19/2016
Handelsbanken remains optimistic about UK operations
Netherlands and Britain as areas with growth potential, despite Britain's Brexit vote
10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.
10/19/2016
Standard Bank claims industry award
It's the 17th time the awards ceremony has taken place.
10/18/2016
UBS spending $1 billion on IT overhaul
UBS did not give an estimate for the savings envisaged.
10/18/2016
Rathbones Strengthens Charity Offer with New Fund Launch
The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.