04/26/2022
EMEA Perspectives: From secular stagnation to stagflation?
Our sector preferences for energy and materials serve as a hedge to stagflationary forces
Wealth and Asset Management
04/25/2022
Norway’s wealth fund backs calls for special audit at scandal-hit Credit Suisse
Move by world’s biggest sovereign investor puts pressure on Swiss lender to revamp senior management
04/25/2022
Hamburger Sparkasse to become a deritrade partner
This partnership with Germany’s largest savings bank in one of the country’s strongest economic regions will show how deritrade can be deployed in the German market.
04/25/2022
Nottingham wealth management firm swoops for North Lincs counterpart
This follows on from Ryley Wealth Management previously merging the assets of Bentley Park Associates in 2021.
04/22/2022
HSBC AM launches sustainable European-focused ETF
Article 8 fund
04/21/2022
Monthly Update: Markets Return to Pre-Invasion Levels
Stock markets are back to where they were before Russia’s invasion of Ukraine, turning in a relatively solid performance in March.
04/21/2022
SJP partners get new vulnerable client tools
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
GAM Holding AG Releases Interim Statement For The Three-Month Period To 31 MArch 2022
The client will be moving approximately CHF 10.5 billion of funds and approximately CHF 1.0 billion will remain with GAM.
04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/19/2022
Fifth of UK bankers earning more than £125,000 a year benefited from non-domiciled tax status, new research reveals
The new research found the 'non-dom' status benefitted the higher earners most.
04/19/2022
Advice firm targets rugby players in recruitment strategy
Rugby players show complete commitment to their trade
04/14/2022
Brooks Macdonald flows up but funds fall 3.9%
The firm’s investments underperformed by 4.9 per cent over the quarter
04/14/2022
Zurich WM partners with Sygnum Bank to expand crypto offering
The wealth management firm will have access to a variety of products including direct investments into Bitcoin and Ethereum and exposure to tokens in sectors such as DeFi, the metaverse and gaming.
04/13/2022
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill