08/10/2020
Advisers must be more creative in attracting new clients for future survival according to new research
Coronavirus has created a window of opportunity -
Wealth and Asset Management
08/10/2020
President-proof your wealth, investors warned
The warning from Nigel Green, chief executive and founder of deVere Group, comes with just 84 days to go until the U.S. Presidential election on November 3.
08/10/2020
IWP acquires South East Financial Planner Carnelian
In February IWP bought its seventh business and its first in Scotland, Financial Planner AGL Wealth Management and Wigan-based Chartered Financial Planners Prosper Wealth Management.
08/07/2020
UK wealth manager sets up IFA network
Service is a ‘way of increasing funds under management’
08/07/2020
IFA network launches with PI and FSCS perks
Advisers can become an AR of RC Brown for 10 per cent of turnover and 80bps for DFM and platform services.
08/07/2020
Wealth: Creation, Distribution and Devaluation
The idea of wealth and income distribution is nothing new and was expounded in Karl Marx’s three-volume tome Das Kapital.
08/06/2020
UK wealth manager makes first M&A deal
Company eyes more acquisitions as well as forming a ‘mini network’
08/06/2020
Family office given £252m for PPE supplied unusable kit to NHS
Millions of masks provided through a £252m contract with a family office cannot be used by the NHS, according to legal documents.
08/06/2020
HSBC cuts bonus pool by US$600 million as bank focuses on costs, bad loans
Bonus cuts come despite 55 per cent jump in revenue in global markets business in second quarter
08/06/2020
Bank of America targets $3,000/oz as gold shatters price record
The prediction comes after the precious metal passed the $2,000 mark for the first time.
08/06/2020
Kuits retains top tier Chambers High Net Worth ranking
Independent law firm Kuits remains in Band 1 alongside national practices Addleshaw Goddard and Mills & Reeve.
08/05/2020
Coronavirus Q&A: What Next for Investors?
Our experts discuss the pandemic’s effect on financial markets and the wider world.
08/05/2020
Greatly exaggerated by Julius Baer
Yes, the Federal Reserve has been printing money like there is no tomorrow.
08/05/2020
Close Brothers expands North West footprint
The new location in the heart of Chester will be home to bespoke investment managers, financial planners and their client support teams
08/05/2020
Greece bids to attract the super wealthy
Greek laws do not account for family offices, but the government is preparing a plan that would provide incentives for such companies to relocate to Greece
08/05/2020
Italian WM tech firm opens Zurich branch
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
Fairstone adds 500 clients and £400m FUM with Chiltern House acquisition
Adding £400m FUM
08/05/2020
The Drivers, Challenges, Opportunities, Steps and Technologies & Tools for Wealth Management Firms
Through the interview William and Amrik talks about the background and origins of Contemi,
08/04/2020
GAM Discerns a Silver Lining
Our operations have remained resilient and productivity has remained high in a Covid-19 remote working environment, and we are making good progress with our strategy.
08/04/2020
HSBC Switzerland records loss after pre-tax revenue falls by $90m
In positive news, customer accounts in Switzerland increased from 6,558 to 9,146 in the first six months of 2020.