06/08/2022
Final Results, Investor Presentation, Board Change
There remains further development work required before we expect to see the full benefits of this initiatives.
Wealth and Asset Management
06/08/2022
Deutsche Bank wants to get the cash under control
Since handling cash in branches causes costs, it should only be available in a few large centers and at ATMs.
06/07/2022
Lombard Odier builds sustainability fund for Kantonalbank
Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.
06/07/2022
Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022
The awards were presented on June 02 at a gala evening in Singapore.
06/07/2022
Intesa will scout for banks to buy as Ukraine implications become clearer
In an interview with Swiss financial news website finews.ch, Corcos said Fideuram would look to buy either single private banks or teams of bankers.
06/07/2022
Old Mill acquires Brook Financial
Initially, both firms will retain their separate identities, and Brook Financial will continue to operate from its office in Ilminster
06/06/2022
Double recognition for Highvern in Top 35 under 35
Ellen was on the UK list for 2021 and has also been singled out at the Powerwomen Awards by Citywealth for her ambition and work ethic and nominated as Rising Star by Jersey Finance for 2022.
06/06/2022
Gregoire Bordier: «A Plea For Freedom»
This was demonstrated by the fact that in two votes in 2021, the COVID-19 Act was approved by more than 60 percent.
06/06/2022
What explains the UK’s racial wealth gap?
These same factors also affect portfolio composition, which is the likelihood of owning certain types of wealth, such as housing or pensions.
06/06/2022
Man Group selects Percona for MongoDB support
Percona will provide Premium Support to Man Group’s Alpha Technology division, guaranteeing uptime for its core research and trading data applications.
06/05/2022
ERI awarded best “Core Banking Software (Pan-Asia)“ at the WealthBriefing Asia Awards 2022
Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography
06/05/2022
George Soros' wealth manager - free from UBS constraints
Fitzpatrick is now responsible for the more than 28 billion dollars in Soros' family office and gave the agency "Bloomberg" insights into their everyday investment.
06/03/2022
Platinum jubilee fund notes from AJ Bell and Hargreaves Lansdown
The firm notes that some investment trusts have had double platinum jubilees, but that the reign of investment trusts has been usurped by unit trusts
06/02/2022
London-based family office opens in Madrid
Its European headquarters will be led by a former UBS executive director
06/02/2022
Boost for Adam & Co as Canaccord Genuity completes Punter Southall Wealth deal
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
06/02/2022
IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
06/01/2022
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
Adviser questions SJP after client incurs 2.2% cost
The FTSE 100 advice business announced a change to the investment objective and policy of its Emerging Market Equity fund earlier this month by moving from a single manager to a multi-manager strategy.
06/01/2022
Jubilee 2022: what's changed for savers since 1952?
It’s 70 years since Queen Elizabeth II took the throne. How have some of our key financial metrics – from longevity to inflation, interest rates to investment returns – moved over the decades?
05/31/2022
The Road Ahead: Once More Unto the Breach, Dear Friends
Greater inflationary pressure, combined with a perceived lesser inclination to combat it, has been negative for the pound’s prospects, to say nothing of the return of Brexit risk, with the Northern Ireland protocol re-emerging as a Gordian knot.