04/12/2021
Guernsey promotes good governance in family offices with new guide
It also concerns the checks and balances of the way the office is operated, to ensure that previously established rules are being followed.
Wealth and Asset Management
04/12/2021
Fortu Wealth adds to Advisory Board
Vaghjiani joins a board with immeasurable expertise from across the financial sphere, with names such as Nektarios Liolios, founder of Startupbootcamp Fintech and Vidur Varma, former executive of Citi Gold already sitting as advisors.
04/09/2021
Julius Baer publishes Global Wealth and Lifestyle Report 2021
The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.
04/09/2021
What does a brighter future mean for asset prices? by St. James’s Place
The first quarter of 2021 saw markets weigh up the potential impact of a rapid economic recovery, writes Tom Beal, Chief Investment Officer at St. James's Place.
04/09/2021
Financial markets tensions and breakeven inflation
Stefan Gerlach examines how much weight should be attached to breakeven inflation as a measure of expected inflation and whether it provides clean signals.
04/08/2021
Ludlow Trust launches with acquisition of NatWest Group and Coutts trust business
Ludlow Trust has been granted “trusted partner” status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/08/2021
Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’
It believes that the offer is ‘significantly below the value of the company’s assets’
04/08/2021
Ludlow Trust Company launches with two acquisitions
The new trust specialist has been granted ‘trusted partner’ status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/07/2021
Van Lanschot Kempen and Mercier Vanderlinden join forces in the Belgian wealth management market
Mercier Vanderlinden and Van Lanschot Kempen in Belgium will continue to operate independently, each under their own brand, and will collaborate in a number of areas.
04/07/2021
Carey awarded UK Corporate Services Team of the Year
Its awards programme aims to identify and reward excellence in the hope to inspire others to further improve their own performance.
04/07/2021
Convertible trendwatch: the recovery candidates
This paper forms part of a series exploring thematic shifts in convertible bonds driven by the pandemic, the recovery and longer-term structural trends.
04/07/2021
Schroders £4 billion UK InvestmenaSchroders launches £4bn UK Investment Solutions businesst Solutions business to launch low-cost Multi-Asset Funds and Model Portfolio ranges
In response to demands from financial advisers and these trends, Schroder Investment Solutions will deliver competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles.
04/07/2021
You need to be Elon cool and Buffett savvy to grow your wealth: deVere CEO
“Moving forward, they are likely to be as influential as major hedge funds in moving markets.”
04/07/2021
WeekWatch by St. James’s Place
Two thirds of investors want greater transparency in where their pension is invested and the environmental impact it is having, according to new research from Aviva.
04/06/2021
Barometer: Let the rally continue
Ample monetary and fiscal stimulus should provide a strong boost to the economy and corporate profits.
04/06/2021
How ESG is shaping the future of funds, corporations and family businesses?
In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.
04/06/2021
Private wealth professionals expect increased efforts to tax offshore wealth post-Covid 19, says Intertrust research
More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.
04/06/2021
Objectway As You've Never Seen It: A Tale Of A Rebranding
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
IFA consolidator buys trio of firms
The three deals take the number of acquisitions to 22 since IWP’s formation two years ago, and the total assets administered to almost £4bn.
04/06/2021
World's Billionaires List
The Richest in 2021