12/15/2020
The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.
12/14/2020
The research is based upon a survey of over 400 global HNW family members with at least £5 million in assets
12/12/2020
Four new managers will be added to the fund from 14 December.
12/11/2020
Quilter interim results
Adjusted profit before tax for the Group of £71 million
12/11/2020
Markets continue to reach all-time highs following strong performance in the wake of multiple successful Covid-19 vaccine
12/11/2020
One of the concerns PrimeStone expressed in October centered around SJP's "overly generous" compensation package which was "well above" its peers.
12/11/2020
Art: a passion that also offers wealth preservation- Tiffany de Waynecourt-Steele
12/11/2020
M&G Wealth is a new arm of the giant asset manager made up of Ascentric (the platform recently acquired from Royal London), Prudential Financial Planning and the M&G Direct funds business.
12/11/2020
Liontrust also raised wider concerns about eight of the funds in its range.
12/10/2020
Wealth tax plan provides cover to increase existing taxes
“A one-off levy on private wealth could be tempting for policymakers because a 1% tax on assets could provide a one-stop-shop to repair public finances, by raising £260bn with a single measure.
12/10/2020
They want their children to be independent, hard-working and able to achieve success on their own, yet, at the same time, they also feel the need to provide a safety net and help them out.
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.