08/09/2019
HSBC’s ‘Internal Activist’ CFO Stevenson Seen as Chief in Waiting
A lumbering giant, HSBC, Europe’s biggest bank by market value, has been shrinking its international footprint, a strategy shift that has yet to pay off for investors.
Wealth and Asset Management
08/09/2019
How To Make Sure Your Family Business Survives The Transition Between Generations
Estera recently gathered a round table of wealth advisers to discuss the implications and how they work with clients to ensure a smooth business succession.
08/09/2019
Hedge boutique buys wealth firm fund in private client push
Citywire A-rated manager gives way to Henley-based firm, which makes its first foray into the multi-asset market.
08/09/2019
Graham Bentley: SJP’s opportunity cost
Every advice business in the UK is a ‘rival’ to SJP
08/08/2019
Barclays opens tech lab as part of Aberdeen’s diversification drive
Aberdeen’s entrepreneurial spirit and the drive to diversify the north-east economy has encouraged Barclays to open its second Scottish Eagle Lab.
08/08/2019
Wealth management firm opens in Belfast 'to cope with demand'
The firm has had advisers here for around two years - and Mr Durlacher said the new offices demonstrated its commitment to the province.
08/08/2019
Norwich broker seeks wider market with fund launches
Norwich stock broker and wealth manager Barratt & Cooke has launched two fund-of-funds as it seeks to tap new sources of revenue.
08/07/2019
Pacific Asset Management teams up with wealth manager
The most tangible ‘alpha’ lies in the advice, says PAM chief executive Matt Lamb
08/07/2019
Assets rise at Standard Life Aberdeen in ‘tough’ investment climate
Assets managed by Aberdeen Standard Investments were £525.7bn (FY 2018: £505.1bn)
08/05/2019
Quilter sells life assurance business
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Revealed: The shortlists for the UK Platform Awards 2019
Adviser awards shortlists revealed
08/05/2019
HSBC first-half profit rises 16%, announces $1 billion buyback
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.
08/05/2019
Barclays reins in bonuses in push to hit profit target
Bank sets aside 23% less for awards in first half as chief Jes Staley squeezes pay
08/05/2019
Quilter's Feeney eyes further growth
Quilter agreed to buy Charles Derby in February, seeing more than 200 financial advisers move to its national advice business.
08/05/2019
Lord Rothschild’s RIT Capital reports £3bn net assets and NAV growth
The Company stressed a diverse and cautious approach to portfolio management, based on a capital preservative approach with strong focus on gold.
08/04/2019
Secret dossier leaks St James’s Place sales tactics
Internal documents lay bare how reps with Britain’s biggest financial adviser are able to play down its charges
08/04/2019
Chairman in €1mn show of faith in Deutsche Bank
Move suggests bank has no plans to deepen its overhaul announced last month
08/02/2019
Norway wealth fund and AXA sell French office property
The property, which was acquired in 2011, consists of 8,368 square metres of office space.
08/02/2019
Coutts and Adam & Co new clients jump 13% in first half
What has been particularly pleasing has been the 13% increase, on last year, in new clients that we have welcomed to Coutts and Adam & Company.
08/02/2019
ZEDRA shortlisted as ‘Trust Company of the Year‘
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man