11/03/2020
Rathbones 'deeply concerned' over ACG's refusal to liquidate Gabelli Value Plus+
Adds voice to dissenting shareholders
Wealth and Asset Management
11/03/2020
10 ways a wealth manager could help you
Many of Charles Stanley’s wealth managers work with several generations of the same family, and provide a form of education for the younger members.
11/03/2020
Wealth Management: Monthly Market Summary
October saw "risk-off" sentiment prevail – particularly in the concluding week of the month
11/02/2020
UBS chief retires from banking in pandemic drift
Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.
11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
Trying to save Christmas
As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.
11/02/2020
Liontrust completes £75m Architas buy
The acquisition, which was announced on 1 July 2020
11/02/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/02/2020
SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
A flat-tax scheme is luring the wealthy to Italy
Many are Britons fleeing Brexit
10/30/2020
Coutts and Adam & Company Q3 2020 Results
The outbreak of Covid-19 and the ongoing pandemic, as well as the low interest rate environment we are currently operating in, has without question impacted our broader financial performance - as demonstrated by the £20m higher credit impairment fig
10/30/2020
UBS and Partners Group launch private markets offer worth up to CHF 3bn
The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).
10/30/2020
Lloyd’s of London underwriting for private clients
Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.
10/29/2020
Van Lanschot Kempen: third quarter 2020 trading update
Client assets increased by € 2.9 billion to € 106.3 billion this quarter.
10/29/2020
Credit Suisse third-quarter net profit falls 38% as wealth unit misses
In a statement, Credit Suisse said it is focused on supporting clients “through the persisting COVID-19 pandemic and the resultant economic challenges.
10/29/2020
Smith & Williamson Investment Management rebalances portfolios as it looks ahead to opportunities in ‘cheap and unloved’ UK
While it has exited the UK focused Special Situations fund, the team said the UK overall was ‘cheap and unloved’.
10/29/2020
Lloyds gallops back into profitability with mortgage lending leading the charge
It posted profit before tax of £1 billion and is now expecting the amount of money it has to set aside for bad loans this year to be at the lower end of forecasts.
10/29/2020
SPONSORED: Aberdeen finance expert celebrates 25-year milestone
It’s a success, perhaps in part because of a shared focus on charity.
10/29/2020
Kimbolton’s Beacon named as top 100 adviser - again
It also welcomed the firm’s preparations for Environmental Social and Governance (ESG) investing which had attracted interest from clients looking for more sustainable investment.