03/19/2021
Schroders Personal Wealth launches three new funds
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
Wealth and Asset Management
03/18/2021
Julius Baer International signs up to the Diversity Project as part of commitment to Diversity & Inclusion initiatives
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
Julius Baer is pleased to be the Headline Sponsor for the EY Entrepreneur of the Year Awards in the UK
The programme looks to recognise and celebrate talented individuals
03/18/2021
Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
SJP partner firm acquires Manchester financial planner
Deal is a ‘significant milestone’ for its growth strategy
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse is overhauling its asset management business and has suspended bonuses after Greensill collapsed
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
Knox group of companies expands into UK TCSP services
James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021
The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021
03/17/2021
The power of collaborative leadership
Entrepreneurship is not for everybody.
03/17/2021
SJP award winner seals advice firm acquisition
The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.
03/17/2021
Hargreaves Lansdown expects profit ahead of market forecasts
Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
Kate Elliot, Rathbones
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
03/17/2021
What has changed in the way wealthy families structure their wealth
Even in a typical year, it isn’t easy to organise a meeting so that everyone is present. It is especially challenging to bring families together who live in different countries, as is increasingly the norm.
03/16/2021
London Calling Report 2021
London is well known for its welcoming environment and ease with which entrepreneurs can do business.
03/16/2021
Close Brothers: Half Year Results
The group maintained a strong capital, funding and liquidity position.
03/16/2021
In a strong wind, even turkeys can fly
Then there is the constant fear of inflation spilling over from the financial world to the real world, especially as bond yields have more than doubled in a matter of weeks due to rising inflation prospects
03/16/2021
WeekWatch by St. James's Place
The S&P 500 index of large US companies ended Thursday at a record high.