03/08/2021
Rotating the Old Normal
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
Wealth and Asset Management
03/08/2021
COVID takes a toll on women’s finances
Educate and empower to level the playing field
03/08/2021
Breaking barriers: deconstructing unconscious gender bias in wealth management
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Tilney on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Financial services group hits £1bn mark with double acquisition
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Market access and facilitating post-Brexit investment flows
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Credit Suisse terminates supply chain finance funds
Management fees for the funds are waived with immediate effect.
03/05/2021
‘Are robots taking over wealth management?’: Geneva WM
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Rathbones ends 'challenging' year with a dividend hike
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Success For JTC At 2021 Citywealth IFC Awards
Announced at a virtual gala ceremony on 23rd February
03/04/2021
Contemi Solutions Q&A: Investment Management Firm Surviving the Pandemic to Thriving and Transforming
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Wealth Management: Winning transformation strategies for a decade of major change
Swiss Financial Services in 2030
03/04/2021
Schroders plc Full-year Results 2020
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/03/2021
Schroders and the Social Business Trust announce new partnership
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/02/2021
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency