09/02/2020
Wealth management firm boosts profits with rapid Covid-19 action
At the same time, savings and investments are becoming more complicated. Clients need long-term advice and strategies more than ever before.
Wealth and Asset Management
09/02/2020
Wealth consolidator acquires Scottish financial planning firm
IWP has purchased Kilmarnock-based financial planning firm Gilmour Hamilton Wealth Management, its 12th acquisition this year.
09/02/2020
ZEDRA shortlisted for major industry award
This growth will play an important part in supporting future private placement trust business.
09/02/2020
IQ-EQ makes the grade with STEP
The awards, which this year attracted a record number of entries
09/02/2020
IQ-EQ acquires Conseil Expertise & Synthese, further strengthening French offering
The acquisition of CE&S, together with the recent appointment of Bruno Noyon as our new managing director in France, leaves us extremely well positioned to take advantage of this significant market opportunity.
09/01/2020
Mirabaud: Operating Income Rises A Group Expands International Presence
The Group’s profit for the first half of the year reached CHF 20.4 million.
09/01/2020
Tilney and Smith & Williamson complete merger
The newly-constituted Board of Tilney Smith & Williamson comprises eleven Directors drawn from both the two previous boards and representatives of the group’s major shareholders.
09/01/2020
Pictet Profit Holds Steady
Pictet remains geared for expansion and continues to invest in new staff and technology.
09/01/2020
Newcastle-owned London lending trust increases income by £290k
The portfolio has evolved and strengthened as early projects have been replaced with new opportunities.
08/28/2020
£44bn Tilney Smith & Williamson merger to complete on 1 September
The letter confirmed that the merger had received "overwhelming support of Smith & Williamson shareholders and achieved all the necessary regulatory approvals" earlier in August.
08/28/2020
Credit Suisse Uncovers Client Fraud at Wealth Management
Swiss bank says clients affected by unathorized actions
08/27/2020
Turmoil creates opportunity for wealthy to invest in green buildings
While pandemic casts long shadow over property, it creates opportunities for environmentally friendly innovation
08/27/2020
How Edmond de Rothschild attracted €1bn of real assets flows this year
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/27/2020
LGT reports excellent first-half 2020 results
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Outsourcing for family offices
The result is that ‘hybrid’ family offices – hiring a few key staff and outsourcing the rest of the work to service providers – are becoming increasingly popular.
08/27/2020
How do I work out how much pension I need for retirement?
Brewin Dolphin says that to preserve the capital while providing income to live on, retirees should aim to take a maximum of 4% of their overall pension, subject to the individual’s risk profile.
08/27/2020
Isle of Man's Boston family office acquires IQE
"As well as strengthening our expertise and broadening our client base, the acquisition will also enable us to offer additional services such as sponsoring securities for The International Stock Exchange."
08/27/2020
Lombard Odier Group reports results for first six months of 2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
JM Finn profits hit by 'extraordinary' FSCS levy hike
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
08/26/2020
ZEDRA shortlisted as Trust Company of the Year
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.