07/09/2020
Wealthy men and women both like to give to various causes and may well set up philanthropic entities like foundations to leave significant amounts to causes close to their hearts.
07/09/2020
Heronsgate Capital was launched by Chris Sexton and Tony Wellby and is backed by wealth firm Dart Capital.
07/09/2020
The second quarter bounceback in equities helped pare losses in client portfolios, but they still remain in the red for 2020.
07/09/2020
The firm posted a profit of £200,000 in the three months to June, its first ‘in many years’.
07/09/2020
Agreeing a purpose for family wealth is often the first piece of the puzzle.
07/09/2020
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago
07/08/2020
Life under lockdown and ESG investing
07/08/2020
The institutions decided not to disclose the purchasing price for the transaction, which is expected to close by January 2021.
07/08/2020
Liontrust’s Aum stood at £16.1bn as at March 31 — 27 per cent more than the £12.7bn measured last year.
07/07/2020
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’
07/07/2020
Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal.
07/07/2020
As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.
07/07/2020
Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.
07/07/2020
“Risk is what’s left over after you think you’ve thought of everything.” Carl Richards.
07/06/2020
This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.
07/06/2020
The markets are taking a more optimistic view for now
07/06/2020
At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.
07/06/2020
The list of such corporate casualties of coronavirus is long and growing.
07/06/2020
This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."
07/06/2020
Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients