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
06/03/2022
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
Its European headquarters will be led by a former UBS executive director
06/02/2022
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
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
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
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
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
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.
05/31/2022
These companies are all at least 200 years old, majority held and managed by members of the founding family and in good financial health.
05/31/2022
Investarit is a Zurich based wealth management boutique and provider of asset management services.
05/31/2022
Owing to an increasingly challenging global landscape, settlors are turning to trusts for asset protection – but real care needs to be taken when setting up such a structure.
05/31/2022
Two sources said that it would likely want a capital increase in excess of CHF 1bn, but this has not yet been determined.
05/31/2022
WealthBriefing also presented LGT with the award for the bank with the best impact offering in Switzerland and Liechtenstein.
05/31/2022
It continues to invest in the infrastructure and staff levels to support long-term growth plans.
05/30/2022
TWP’s current management team and staff will spearhead Irwin Mitchell’s wealth management arm and join forces with IM Asset Management which currently provides a full suite of financial planning and investment management services.
05/30/2022
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
05/30/2022
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
05/30/2022
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
05/26/2022
This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.
05/26/2022
The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.