04/17/2020
Be wary of MPAA if tapping into pension
The MPAA restricts subsequent pension contributions after withdrawal to just £4,000 a year.
Wealth and Asset Management
04/16/2020
Deutsche Bank Wealth Management launches new strategic asset allocation ETF-based funds
The launch is in response to demand from clients for simple, cost-effective, long-term investment portfolios designed to address the challenges of unstable market cycles.
04/16/2020
Deutsche WM to launch allocation funds in Asia
Volatile markets prompted the introduction of the funds, which invest in ETFs and aim to address “unstable market cycles”.
04/16/2020
Managers of Wealth Appreciates Its Advertisers
We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.
04/16/2020
Charles Stanley revenues rise as heavier trading offsets tumultuous markets
"Current trading is challenging, and at this exceptional time, it is difficult to predict what the outcome for the 2021 financial year might be"
04/16/2020
Covid-19 puts brakes on Tilney and Smith & Williamson deal
The new transaction structure would feature a "material" new equity investment and therefore a significant reduction in the external debt levels of the combined group.
04/15/2020
Review of the Week: The Bramble Bush
With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown.
04/14/2020
Swiss asset manager GAM doubles 2020 cost cuts amid outflows
GAM remains committed to its existing strategy and will provide a further update at the half-year results due for release on 4 August 2020
04/14/2020
Julius Baer to postpone AGM, propose split dividend
The Board of Directors took the decision despite a robust performance in the first quarter and a continued solid capital and liquidity position.
04/14/2020
Protecting your art investment in the age of coronavirus (COVID-19)
While the art market has continued to be robust since that time, it took almost ten years to recover. In 2017, the global sales numbers were only then reaching their pre-2007 highs.
04/14/2020
Global Market Insights by WHIreland Wealth Management
Panic continued to hit global markets throughout March and the UK was no exception with the FTSE 100, FTSE 250 and FTSE
04/14/2020
Pope Francis Starts Emergency COVID-19 Fund
“The private sector is likely to respond to the highest bidder for many of these supplies, that’s just business.”
04/14/2020
Quarterly Update: The Coronavirus Economy
After finishing 2019 on a high, the pandemic provided an unexpected shock for markets in the first quarter of 2020
04/14/2020
Worst film ever by Tim Price
That’s a company that’s basically 10x’d their market cap.
04/13/2020
Smaller wealth managers will be all the more vulnerable after the crisis
Even if revenues are boosted temporarily, the overall impact on private banking will be disruptive
04/13/2020
How Angolan Elites Built a Private Banking Network to Move Their Riches Into the European Union
The network sent at least $324 million through its banks, with most of the funds originating in Angola.
04/12/2020
U.K. Taps Fintechs and Queen’s Bank for Business Rescue Push
Borrowers have faulted banks as too slow to make crucial loans
04/09/2020
Brown Shipley finishes NW Brown integration
This region is a hotbed of innovation and entrepreneurialism and this acquisition provides significant opportunities for us to grow here.
04/09/2020
How the best advisers are keeping business running as usual
Video conferencing isn’t just for clients.
04/09/2020
Sionic Expands Global Reach with New Luxembourg Base
We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg