05/28/2020
UK investment boutique champion dies
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
Wealth and Asset Management
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
The Luxembourg SPF: A private wealth management company of choice
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/28/2020
Charles Stanley sees 45% profit boost despite £4bn FUM hit
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.
05/28/2020
Charities in the time of Covid-19 – Reflections, two months on…
Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.
05/28/2020
Brady Wealth Management Takes Philanthropic Initiative to Fight COVID-19
Partners at Brady Wealth Management have launched initiatives to help communities even in the midst of a lock down while respecting WHO social distancing guidelines.
05/27/2020
Cohen & Steers Opens Dublin Office
Cohen & Steers has seen its market share grow thanks to our strong investment performance.
05/27/2020
Continued resilience in a challenging environment
The second ad hoc announcement on new business activity will be for the month to 31 May 2020
05/27/2020
More than traditional trust and estate planning
Coronavirus’ impact on travel is a big tax issue for businesses and individuals.
05/27/2020
Royal Bank of Canada reports second quarter 2020 results
The total PCL ratio on loans was 165 bps, up 139 bps from last quarter as we prudently increased reserves due to the impact of the COVID-19 pandemic.
05/27/2020
The return of the global wealth manager?
Covid-19 may accelerate larger wealth managers’ global ambitions.
05/27/2020
How to get the best price for your wealth firm
Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry
05/25/2020
Work reimagined: a two-geared approach to reopening and transforming your business
How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.
05/25/2020
Telemedicine - going viral
The telemedicine revolution has not come a moment too soon
05/24/2020
Monaco wants its old life back, and so do its bankers
The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business
05/24/2020
Private Bankers Swap Super Yachts For Webinars To Woo Ultra-Rich
The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.
05/22/2020
Close Brothers - Trading Update
Close Brothers has entered this period of economic uncertainty with a strong capital and liquidity position and is prudently funded.
05/22/2020
The wealth manager tipped to be a Covid-19 winner
Tatton Asset Management is one of the firms tipped to clean up after the coronavirus crisis due its potential to scale as it continues to attract intermediary funds for its managed portfolio service.
05/22/2020
The winners & losers of the Covid-19 crisis, and where you can find them – Aegon Asset Management’s Rich
Rich continues to explain that many of society’s greatest lessons and innovations have risen out of tragedy.
05/22/2020
Where do we gold from here
With low opportunity costs and relative invulnerability to any future rise in inflation, gold is likely to attract more interest from investors.