03/31/2020
Ascot Lloyd buys Norfolk adviser
The deal adds to Ascot Lloyd's own £8bn funds under influence and 130 advisers, and follows a string of acquisitions by the consolidator in recent months.
Wealth and Asset Management
03/30/2020
A crisis in equity dividend income
By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts
03/30/2020
Servicing the new model client by Iress
With the change in demographic has come a change in relationship model.
03/30/2020
Geneva WM on how to avoid the liquidity trap
The low interest-rate environment has spurred investments into higher-risk premium strategies
03/30/2020
Investment Update on dividends
With dividends pressured, companies focus on financial strength
03/30/2020
A new generation of HNWIs puts focus on ESG
As the next generation around the world prepare to inherit this wealth generated by their parents over the past few decades, we can see a shift in attitudes and priorities when it comes to the way this money will be invested and put to work.
03/27/2020
SJP advises clients to remain invested
It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.
03/27/2020
A new way of working - protecting wealth and protecting health - the Sanlam way by Penny Lovell
As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.
03/27/2020
Charities and coronavirus: Reflections on the sector following the 2008 financial crisis
The Charity Commission has published guidance on the use of reserves, and it is clear that they are encouraging the use of reserves where possible.
03/27/2020
Times of adversity force families to agree a purpose
Next generation of leaders emerge during crises – Matthew Fleming
03/26/2020
Tilney and Smith & Williamson merger on brink after coronavirus crash
A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.
03/26/2020
The Art Market Adjusts: Banks loan considerations in times of market dips
For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.
03/26/2020
Arbuthnot private bank profits tumble on major fee shake-up
Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.
03/26/2020
PilatusBank was a ‘money transfer operation’
While its total equity was of €10.8m, Pilatus had just six loan clients and six to whom the bank had provided financial assistance in connection to residency schemes and applications to buy a Maltese passport.
03/24/2020
Chief executive of Brown Shipley parent company dies
The chief executive of Quintet Private Bank Jürg Zeltner has passed away at the age of 52.
03/24/2020
Coronavirus - Will the US and Europe Learn Lessons from Asia?
The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?
03/23/2020
Julius Baer Group: Publication of the Annual Report 2019
Net profit achieved in 2019 amounted to CHF 465 million.
03/23/2020
Woodford investors to get payment this week
Hargreaves investors in accumulation and receiving income will get 3.97p and 3.26p per share respectively.
03/22/2020
SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/20/2020
Covid-19 hits Investec wealth profitability
The market volatility, along with increased tech spend and higher regulatory fees, will result in lower profits for Investec's UK wealth division.