03/01/2021
Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy
The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online
03/01/2021
TA Associates invests in Fairstone Group
The investment bankers for Fairstone were Keefe, Bruyette and Woods (KBW) and legal advisers were Proskauer Rose LLP.
03/01/2021
European Family Offices face a tricky balancing act
The factors family offices are weighing include the strong likelihood of Covid-19 remaining the dominant market factor in 2021
03/01/2021
Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.
03/01/2021
This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.
03/01/2021
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.
03/01/2021
Astons then asked what had been the most important factor when making a decision on investing and the primary motivation is clear.
03/01/2021
The company has now reached CHF 1.6bn in assets under management and works with 14 families.
02/28/2021
Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.
02/28/2021
Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis
The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.
02/26/2021
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.
02/26/2021
“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”
02/26/2021
Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.
02/26/2021
This service is exclusively available to all PWM clients.
02/25/2021
Overall income in 2021 is expected to be similar to that achieved in 2020
02/25/2021
We do not know what 2021 will bring but I assure our clients that we will be there for them
02/25/2021
The Board has also proposed a final and full year dividend for 2020 of 38.49 pence per share, in line with our existing guidance which is to pay out around 80% of the underlying cash result.
02/25/2021
Though - given the length of the list - it likely represents a good number of firms already operating in the UK and looking to take advantage of transitional arrangements to continue their business operations here, it is welcome.
02/25/2021
But the company's funds under management still grew to £129bn, while its adviser numbers grew by 1.6 per cent to 4,338.