12/10/2020
World’s Best Private Banks 2021: Western European
Technological savvy and a focus on entrepreneurs and business owners are helping Europe’s best private banks to weather the Covid-19 storm.
12/10/2020
This year’s awards attracted a record number of entries worldwide – 319 submissions received from 27 countries – and was judged by a practitioner-led panel of industry experts.
12/10/2020
These are the Golden Visas HNWs are hoping to secure for Christmas
International real estate experts on residency and citizenship through investment, Astons, reveal which residency and citizenships are top of the Christmas list for global high net worth investors looking to obtain a new passport for Christmas.
12/10/2020
The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.
12/10/2020
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
12/10/2020
Quilter as a whole had about 109.5 billion pounds under management at the end of the period.
12/10/2020
Sources close to the situation raised concerns that the reduction in support staff had increased the workload for financial planners at the firm.
12/09/2020
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/09/2020
For sure, before vaccines are fully deployed, the pandemic will remain a challenge to the outlook.
12/09/2020
BoE data paints precarious picture of housing market
The continued increase in house prices is likely to be unsustainable and if the stamp duty holiday is dropped in March and significant economic headwinds as a result of the pandemic start to bite, we may see a very different picture with borrowing and len
12/09/2020
A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.
12/09/2020
Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.
12/09/2020
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
12/09/2020
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/09/2020
Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.
12/09/2020
Total funds under management for the group are now over £1.3bn.
12/08/2020
Sanne acquires leading Scandinavian private equity fund administrator
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Why Pure Single Family Office Could Become Ultra-Exclusive
Sandaire is a top-quality family office and will clearly enhance Schroders’ abilities in this important growth area.
12/08/2020
All St James's Place fund managers have now signed up to UN PRI
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.