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.
Wealth and Asset Management
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.
05/31/2022
Mirabaud joins the Henokiens
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
Zug consolidator purchases second wealth manager
Investarit is a Zurich based wealth management boutique and provider of asset management services.
05/31/2022
How offshore trusts can help protect wealth against volatility and attacks
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
Credit Suisse could sell AM division, report says but the firm denies
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
LGT receives multiple awards for philanthropy and impact investing offerings
WealthBriefing also presented LGT with the award for the bank with the best impact offering in Switzerland and Liechtenstein.
05/31/2022
SJP’s Policy Services turns a profit
It continues to invest in the infrastructure and staff levels to support long-term growth plans.
05/30/2022
TWP Wealth to Join forces with Asset Manager
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
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector