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
Wealth and Asset Management
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
08/02/2019
Financial Planner launches LGBTQ-friendly advice service
The idea for the firm was prompted by a desire to give the LGBTQ community access to financial advisers who understand their personal background without making them feel alienated or different due to their sexuality.
08/01/2019
Schroders AUM up 9%
The first part of the Lloyds mandate, around £45 billion of assets, will fund in the second half of the year.
08/01/2019
StanChart first-half profit rises 3%, beats forecasts
The latest profit compared with the $2.23 billion average of 11 analyst estimates compiled by Standard Chartered.
08/01/2019
UBS plans negative interest rate levy for rich clients
Bank will from November charge 0.75% on cash balances over 2 million Swiss francs
08/01/2019
Fiduciary group to join Oak’s multi-jurisdictional business
The group has offices in Guernsey, the Isle of Man, Jersey, Luxembourg, Malta and Mauritius with more than 200 employees.
08/01/2019
Charles Stanley buys Leeds-based wealth firm
We are pleased to announce that Charles Stanley has acquired Myddleton Croft, an award-winning discretionary investment management firm.
07/31/2019
Credit Suisse Defies Bank Gloom With New Money, Trading Beat
Main trading unit beats peers, offsetting weakness in Asia
07/31/2019
Union Bancaire Privée improves its scores in the UN PRI 2019 Assessment Report
This initiative aims to establish links between investing and environmental, social and governance factors, as well as to help UN PRI signatories incorporate these factors into their investment and ownership decisions.
07/31/2019
Credit Suisse second-quarter net profit jumps 45%, beating expectations
Credit Suisse began a share buyback program at the start of 2019, with the aim of purchasing 1 billion Swiss francs by the end of 2019.
07/31/2019
St James's Place feels Brexit heat as inflows stall
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.
07/31/2019
"Investing early and harnessing the force of compound interest can lead to rapid gains", Sanlam UK
Whether or not Einstein uttered these words is moot – it’s generally considered unlikely.
07/31/2019
Harwood Wealth Management announces £1.8m triple acquisition
Completes third purchase
07/31/2019
Liontrust set to buy Neptune for £40m
Whole investment team moving over
07/31/2019
WH Ireland posts £11.3m loss as exceptional costs soar
New management team in place
07/31/2019
Bagehot? Or bulls**t? by Tim Price
Wilson believed “that reason is given to us to sit in judgment over the dictates of our feelings.”