02/19/2021
Barclays eyes growth in UK wealth management
It will be ‘further expanding’ services to support its ‘premier and investment customers’
Wealth and Asset Management
02/19/2021
Leading Asset Managers Make Major Acquisitions Targeting Wealth Channels
An investment in new products and technologies that target individual investors and I don’t believe this cycle of investment is over.
02/19/2021
Coutts and Adam-and-company [ 1] - Annual Results
The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.
02/19/2021
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.
02/18/2021
Quilter's Guide to the Budget - what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
02/18/2021
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
02/18/2021
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.
02/18/2021
Retirement planning tips for Generation X
The sandwich generation faces a tsunami of financial pressures, which underline the importance of a long-term plan - and the value of advice
02/18/2021
Annual general meeting of Handelsbanken’s shareholders 24 March 2021
The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.
02/18/2021
GAM Holding AG announces full-year 2020 results
GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights
02/18/2021
Barclays targets UK wealth in post-Covid expansion plans
The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.
02/18/2021
NatWest in talks to sell private bank Adam & Co
The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.
02/18/2021
Credit Suisse: Full year and fourth quarter 2020 financial results
Strong underlying performance positions bank to accelerate growth
02/18/2021
Greece passes law to lure private family wealth-management services
Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.
02/18/2021
Cantonal bank and consulting firm create association to boost IAM services digitisation
Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.
02/17/2021
Coutts CIO on why he won’t buy Smith or Train funds
The £23bn Fundsmith Equity fund has returned 448 per cent in the decade to February 12, compared with a return of 168 per cent for the average fund in the IA Global sector in the same time period.
02/17/2021
Why are overseas firms eyeing up the UK advice sector?
US company says it now has ‘comfort with the market’ and a ‘voracious appetite’ to grow in Britain
02/17/2021
Tier One wealth manager named one of the UK’s best
He became a senior wealth adviser at Tier One Capital following the company’s acquisition of Carrick Financial Management.
02/17/2021
The “three Ps” that are crucial for sustainable investing by Schroders
The term “sustainability” is often over-used in investment speak and has become a “catch-all” for a number of different approaches.
02/17/2021
Considerations for structuring a family office
Executive Directors, Richard Joynt and Amy Collins highlight how family offices usually evolve alongside family wealth and become more complex, requiring dedicated professional teams to operate them.