02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
Wealth and Asset Management
02/13/2023
World’s Rich Reveal How They Spend Their Billions on UK Property
The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.
02/10/2023
The benefits of wealth diversification
Diversification could help you manage your wealth goals across all your assets.
02/10/2023
Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions
Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.
02/10/2023
GAM backer cuts exposure for third time in quick succession
German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.
02/10/2023
New Quilter Cirilium bosses put funds under review
Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.
02/10/2023
Hargreaves and DFMs push Treasury to relax bond-investing rules
Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.
02/10/2023
European equity ETPs enjoy sharp flow incline
Largest inflow since January 2022
02/10/2023
Lazard’s family legacy is gone, the Rothschilds fight on
Two European banking dynasties show the struggle to reconcile family control and growth
02/10/2023
HSBC downgrades Abrdn, cautious on near-term prospects for wealth managers
In the same note, HSBC reiterated its ‘buy rating on M&G as it said there was 30.9% implied upside to its new 265p target price, lifted from 260p.
02/09/2023
MONTHLY UPDATE: Transition Time - Coutts
Markets breathe sigh of relief as inflation pressures ease
02/09/2023
Credit Suisse makes strong progress on Group strategic priorities
The transaction should further strengthen CS First Boston’s advisory and capital markets capabilities.
02/09/2023
Leonteq publishes full-year 2022 results
Leonteq continued to focus on disciplined risk management and saw more than a two-fold increase in its net trading result in 2022.
02/09/2023
IQ-EQ’s Freddy Meyer named in Citywealth’s Top 20 Trustees 2023
With over 20 years’ experience delivering consistently for clients across the globe, Freddy is an expert in working with ultra-high-net-worth families and attuning solutions to meet the needs of the people behind the family office.
02/09/2023
BCV Group in 2022: 3% increase in net profit, dividend and dividend target raised
In line with previous years, the Bank is renewing its distribution policy for a period of 5 years with a raised objective, i.e. a dividend of between CHF 3.80 and CHF 4.20 per share.
02/09/2023
Columbia Threadneedle launches sustainable income fund
The new fund will be managed by Nick Henderson and aims to deliver a sustainable income through a portfolio of 30-50 stocks.
02/09/2023
Credit Suisse Loses Over $200 Billion of Wealth Assets in 2022
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
02/09/2023
How Arbuthnot Latham plans to 'disrupt' the DFM market
The DFM service is available for clients looking to invest at least £500,000.
02/08/2023
2022 ends with a record annual outflow from retail funds of £25.7 billion
This is the first time that an annual outflow has been recorded, with the next lowest sales total coming in 2008 during the Global Financial Crisis at £4.2 billion.
02/08/2023
Lombard Odier tailors strategies for risk profiles
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.