04/26/2021
Why Wealth Management Firms Must Improve Digitally in the Next Normal
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.
Wealth and Asset Management
04/26/2021
The European Commission Unveils New Sustainable Finance Package
The package focuses on material sustainability reporting and disclosure obligations, as the EU looks to direct capital toward sustainable activities.
04/26/2021
Succession launches sport and entertainment advice arm
Sports and entertainment professionals face unique challenges when it comes to their finances due to the unique structure of their careers.
04/22/2021
Money matters: financial wellbeing in the workplace by St. James’s Place
A clear workplace financial wellbeing strategy can boost mental health – and productivity.
04/22/2021
Fairstone adds £100m FUM in third acquisition of 2021
The focus of Fairstone’s approach is to attract businesses that do not want to sell today but want to grow and develop.
04/22/2021
Wealth Managers Combine After Parents' Merger Completion
The newly combined business in Belfast can trace its roots back to the 1840s.
04/22/2021
Avaloq enters partnership with Adviscent to provide smart content solutions for wealth managers and private banks
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/21/2021
Quilter reports significantly improved net flows
This has been led by our new Quilter Investment Platform which achieved record gross flows in March 2021, exceeding monthly sales of £1 billion for the first time.
04/21/2021
GAM Interim Management Statement For The Three-Month Period To 31 March 2021
Our fixed income strategies saw strong year-to-date performance resulting in 98% of total AuM outperforming their benchmark over five years.
04/21/2021
LGT Private Banking is a founding member of the UN Net-Zero Banking Alliance
The goal of the NZBA is to remove carbon-intensive, climate-damaging sectors from their investment portfolios.
04/21/2021
Liontrust takes first steps into closed-ended territory with sustainable trust launch
‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’
04/21/2021
UK wealth manager acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
04/21/2021
Coutts Joins Net Zero Managers Initiative
Find out why Coutts has joined Net Zero Asset Managers initiative
04/20/2021
Back on track?
In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.
04/20/2021
Jupiter records outflows of £776m as demand for European equities falls
Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.
04/19/2021
EFG to sell minority stake in Spanish private bank
EFG and A&G will continue to cooperate in various areas, including the distribution of New Capital funds in Spain, specialised corporate finance advice and other activities.
04/19/2021
HSBC top brass forced to hot desk as HQ scraps executive floor
Senior staff evicted from 42nd level of Canary Wharf tower to make room for collaborative space
04/19/2021
Mattioli Woods buys wealth and Asset Management business
There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.
04/19/2021
Being the best you can be – despite adversity
Jaime Bolívar, Managing Director at TechRules, says that keeping a focus on objectives has paid off
04/19/2021
Barclays Wealth's Aylward on why he won’t buy investment trusts
And as we manage a lot of capital, we have to feel confident we can move client money into and out of investments as people move money in and out, and new clients come on board.