10/07/2022
Wealth managers turn to illiquid assets for higher returns
As 42% want third-party support around ESG investment offerings and integration
Wealth and Asset Management
10/07/2022
Jupiter splits CIO role and pushes on with fund restructuring plans
Equities and fixed income heads
10/06/2022
Quintet recognized for excellence at Global Wealth Awards
Luxembourg-headquartered independent wealth manager named one of Europe's 'Outstanding Private Banks'
10/06/2022
Deutsche Bank private banking head foresees more deposit rate increases -report
Following up on a large July rate hike, the ECB last month raised its deposit rate to 0.75% from zero, the highest level since 2011, with moves promised for the next several meetings.
10/06/2022
UK fund managers are dirt cheap, but only one delivers on its promise
UK asset managers are cheap relative to history but remain too volatile and risky to buy, except for a buoyant Man Group.
10/06/2022
Revealed: John Duffield’s wealth boutique up for sale
Duffield's wealth business, Brompton Asset Management, has hired Fenchurch Advisory to find a buyer.
10/05/2022
Wealth management: how private client advisors are adapting to the digital revolution
In some respects, technology is seen as a panacea – the route to a highly connected world and a platform for delivering solutions more efficiently.
10/05/2022
Quilter launches initiative to help advisers focus on family wealth
The company has observed that advisers are looking to build out their offering to offer family wealth management services.
10/05/2022
UBP further expands governmental real estate offering
UBP’s ambition is to offer diversification and granularity through liquid investments to both private and institutional clients.
10/05/2022
Arbuthnot Banking Group PLC Third Quarter 2022 Trading Update
Accordingly, the Board expects that both reported and underlying profit for the year ending 31 December 2022 will be ahead of market expectations.
10/05/2022
Lombard Odier and The Enterprise for Society Center (E4S) announce landmark research collaboration to drive the transition towards a circular economy
The Center provides education through its Master Program in Sustainable Management and Technology, supports innovation and entrepreneurship, and produces research papers and policy briefs on topics of societal importance.
10/04/2022
Credit Suisse's Malaise Runs Deep
Credit Suisse's share price touched new lows at the start of the week on widespread concerns about the bank's viability, prompting credit spreads to widen and its bond prices to fall sharply.
10/04/2022
A Furrowed Brow and an Eagle Eye
The recent mess in the UK is probably the most significant manifestation of unpredicted trouble so far.
10/04/2022
NAS Invest, Bergos and Sollors & Co. combine know-how in the NBS Alliance
NBS Alliance brings together three independent partners whose respective expertise provides a unique and fully complementary solution for qualified investors.
10/04/2022
Bank to help IFAs brush up on mortgages amid market panic
More than 20 IFAs have signed up so far to register their interest in the refresher sessions.
10/04/2022
Kreston Reeves Financial Planning rebrands to Craven Street Wealth
Kreston Reeves Financial Planning was bought by corporate finance company Craven Street Wealth in March 2021.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Black History Month and the value of Black wealth
The challenges Black and ethnic minority individuals face in today’s society, are different to the historical challenges in which they are rooted.
10/03/2022
The importance of wealth guidance in Black Communities
Wealth is a complicated, multi-faceted concept which can be as elusive as the pot of gold at the end of the rainbow.
10/03/2022
Credit Suisse's Ulrich Koerner Wants Bank to Rise Like a Phoenix
The media relations office simply batted back questions about the future of the investment bank and the group by saying it did not comment on rumors or speculation.