01/25/2021
Act big
The CIO’s view of the week ahead.
Wealth and Asset Management
01/25/2021
A Positive End to a Remarkable Year
We reflect on markets in December and how we navigated the ups and downs of 2020.
01/24/2021
JM Finn agrees terms on new headquarters
The firm has agreed to take the 5th and part of the 6th floors at 25 Copthall Avenue, just a short walk from it’s existing headquarters in Coleman Street.
01/22/2021
The language of banking: how to best communicate with your clients
They’re interested in how their lives will be improved by using a new financial offering, not with which complicated-sounding technology it’s achieving that.
01/22/2021
The Indexing Dilemma
Let us start by taking a step back and remind ourselves the purpose of indices.
01/22/2021
IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards
The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
01/22/2021
Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents
Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.
01/21/2021
SMEs increasing digital investment during pandemic
The survey of 900 SMEs – conducted during the second lockdown
01/21/2021
Fidelity says it is not out to eat advisers’ lunch with wealth management push
Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users
01/21/2021
Mattioli Woods invests in firm behind SaaS wealth management platform
The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.
01/21/2021
Close Brothers assets rebound after virus turmoil
Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.
01/21/2021
A 'bit' risky
Bitcoins, money, and portfolio diversification
01/21/2021
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.
01/21/2021
Estate planning for celebrities and UHNWIs
It’s not disorganisation or a lack of desire that stops people planning their estate.
01/21/2021
How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’
01/21/2021
Liechtenstein alts boutique partners with AM to launch fund
The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.
01/21/2021
Profile was accredited with 22301 & 14001 ISO certificates
This is a certificate that Profile holds for almost 20 years.
01/21/2021
Elinvar successfully signs €25 million funding round with Toscafund as lead investor
Elinvar, founded in 2016 in Berlin, exclusively focuses on B2B2C, enabling its partners to digitalize their business models.
01/20/2021
The Right to Work Remotely and the Right to Disconnect in Ireland - Is the Home Office here to stay?
The Strategy envisages enhanced tax incentives for home workers and investment in remote working hubs as well as an acceleration of the national broadband strategy.
01/20/2021
The life cycle of a family office
The concept of a product having a life cycle was theorised in the mid-1960s by Raymond Vernon and has since passed into standard economic theory as one of the bedrocks of modern marketing.