07/28/2020
HSBC launches ESG solutions team
This new group will work with all our bankers across sector, product and geography to assess client needs and deliver actionable solutions which are in the best interests of our clients.”
Wealth and Asset Management
07/28/2020
Stock Take by St. James’s Place
The journey to achieve your goals isn’t always easy.
07/27/2020
Vontobel opens advisory office in Milan and hires WM head for Italy
As a listed company with a strong family shareholder base, Vontobel symbolizes financial stability and transparency.
07/27/2020
BREAKING: DeVere-backed European IFA network launched
By joining our network, IFAs can focus on helping their clients achieve great outcomes whilst we manage the necessary paperwork which will empower them to expand their business as they see fit.
07/24/2020
Quilter stops network IFAs from offering DB transfers
But it is ‘committed’ to providing the service through its restricted financial planners
07/24/2020
Silver prices outshine gold to hit seven-year high
The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.
07/24/2020
Gold nears all-time high as growth concerns buoy haven demand
UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.
07/24/2020
Hundreds of Millions Flow From Russian Ministry Into An Obscure Geneva Organization — And Officials’ Pockets
“All international organizations have donors that contribute more than others — usually these are the big countries like the U.S., China, and Russia,” the representative said.
07/24/2020
WealthTech Talks: Unique technology or unique value proposition
The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clien
07/24/2020
Inherited wealth on course to be a much more important determinant of lifetime resources for today’s young than it was for previous generations
The aim of this research was to shed light on the inheritances likely to be received by those living in England who were born in the 1960s, 1970s and 1980s.
07/23/2020
Brewin Dolphin : hails improved investment performance, robust inflows for funds boost
Continued resilient performance in Q3 supported by market recovery and organic growth; total discretionary net flows of £0.4bn, an annualised growth rate of +4.5%.
07/23/2020
Quilter launches personal counselling service for advisers
All these services are completely confidential and can be found alongside many other resources aimed at supporting advisers businesses through Quilter’s There for You hub.*
07/23/2020
Bowmore rebrand offers DFM and financial planning
As Mr Incledon explains, a huge amount of what goes into a financial planning process is determining a client’s level of risk and making sure anything recommended is appropriate and suitable.
07/23/2020
Tavistock writes down £5m as it launches £700k restructure
The wealth manager said it hopes to boost fund flows after striking up a partnership with Hong Kong-based Hamon Investment Group.
07/23/2020
Liontrust CEO Ions picks up £4.5m after bumper year
John Ions’ pay increased marginally to £4.56m in 2020
07/22/2020
EFG Profit Edges Higher on Trading Boom
In March 2019, EFG presented its 2022 strategic plan, which focuses on achieving profitable growth and effective capital deployment
07/22/2020
Close Brothers Scheduled Trading Update
Our accreditation to lend under the support schemes introduced by the UK government allows us to maximise our support for small businesses.
07/22/2020
UK asset manager opens Mallorca office
Key drivers were ‘thorny issue of passporting’ and long-standing relationships with IFAs
07/22/2020
The Edmond de Rothschild Foundations, Faire, and Singa Announce the Creation of an Emergency Fund
FAIRE, SINGA France and the Edmond de Rothschild Foundations decided to join forces to create an emergency fund in response to COVID-19 for migrant and refugee entrepreneurs.
07/22/2020
Fix Your Finances Before Lockdown Ends
The coronavirus lockdown provides a good opportunity to sort out your financial planning. Here are three key questions we think you should ask yourself to get started.