12/10/2020
IQ-EQ crowned in prestigious 2020 STEP Private Client Awards
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.
Wealth and Asset Management
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
Landmark Third STEP Private Client Award For Accuro
The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.
12/10/2020
Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
12/10/2020
Quilter Is Reviewing Possible Sale of International Operations
Quilter as a whole had about 109.5 billion pounds under management at the end of the period.
12/10/2020
Attivo seals first acquisition deals since pipeline pause
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 self-service onboarding removes the pain points for business clients
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/09/2020
Global Investment Outlook 2021: the year when the COVID crisis ends
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
Sanguinity
A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.
12/09/2020
Financial capital still dominates discussions around risk - Ari Tatos
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
Private funds shaping the future of the planet
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
DMS Group Acquires Luxembourg Structured Finance Firm
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
Outlook for investment trusts in 2021
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
Fairstone acquires South West wealth manager
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
Let’s do this
Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.
12/08/2020
Jersey announces establishment of 400th foundation
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.