06/13/2022
Lumin Wealth snaps up South-East based adviser
Lumin Wealth said the purchase builds on its strategy of partnering with “like-minded advisers who share the same high standards” and commitment to client-centric solutions.
Wealth and Asset Management
06/10/2022
St. James’s Place announced as Law Society of England and Wales strategic partner
SJP will provide specialist financial advice for members to help them feel financially confident and in control
06/10/2022
Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments
Morgan Stanley and Oliver Wyman report
06/10/2022
Legal and General expands Santander partnership
These solutions aim to meet the changing needs of those at retirement age, as well as providing additional support for brokers dealing with higher-level loans.
06/09/2022
Benchmark Capital joins The Initiative for Financial Wellbeing as a Partner Member
This partnership will provide Benchmark’s high-quality advice firms with access to leading-edge financial wellbeing practices, resources and research to continue to develop their client propositions and relationships.
06/09/2022
The UK steps up spending to sidestep a slowdown
In the meantime, Prime Minister Boris Johnson, having just won a confidence vote, is still fighting for control of his party and political survival.
06/09/2022
UK wealth managers show strong appetite for model portfolios
Currently, just 14% of survey respondents do not use model portfolios for their clients.
06/08/2022
Hedging is Back
Although the passive approach will remain, the current environment calls for active management
06/08/2022
Global Business Outlook awards StanChart Best Wealth Management Bank for 3rd year running
This award cements the bank’s dominance in the provision of wealth management services in the industry.
06/08/2022
250 year old Brewin Dolphin upgrades to combat the cyberfraud era
Brewin Dolphin Improves Security Visibility and Control with ExtraHop
06/08/2022
Credit Suisse provides trading update
Market conditions so far in the second quarter of 2022 have remained challenging, consistent with our published outlook statement of April 27, 2022.
06/08/2022
British wealth manager SJP eyes China’s growing pension market, details retirement risk for Hong Kong’s ‘sandwiched generation’
The company also released research showing Hongkongers with multi-generational responsibilities are being squeezed by inflation and slower growth
06/08/2022
ZEDRA acquires AlleyBe in Malta
The acquisition adds 25 new team members to ZEDRA Malta.
06/08/2022
GAM Wins the Swiss Sustainable Funds Award as "Best Swiss Equities" for the Second Time
This is where our sustainability assessment of companies comes in.
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.
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