06/15/2020
The new broom sweeping through St James’s Place
Rob Gardner is on a mission to modernise the FTSE 100 wealth manager after a turbulent period
Wealth and Asset Management
06/15/2020
Neglecting the non-financial risks to family wealth could have severe financial consequences
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
Financial Adviser School provides free training for first module
The module, Financial Service, Regulations and Ethics (FSRE) is the first of three modules needed to obtain the Level 4 qualification from the London Institute of Banking and Finance, enabling graduates to become a UK financial adviser.
06/15/2020
Six top DFMs back new wealth ratings service
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Why family businesses are in a strong position to ride out the storm
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Ogier advises on sale of independent trust company
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
Strategic- Partnership For Pam And Fidelius
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
Fund managers prepare to return to the office
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
Specialist asset management boutique underlines longstanding commitment to the Creative Arts
The Creative Arts sector has been badly impacted by the pandemic
06/14/2020
Male bankers are the only workers to avoid coronavirus pay cut
Other sectors have been much harder hit: average weekly pay for men working in accommodation and food services has fallen
06/12/2020
Market Commentary: Walker Crips
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
Ex-Brooks Macdonald International CEO sets up Jersey firm
It will offer investment services to private clients, fiduciaries and family offices
06/11/2020
Deutsche Bank to create International Private Bank
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.
06/11/2020
Lombard International Assurance joins LPEA as a full member
Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner
06/11/2020
When Wall Street wakes up to Main Street - Fidelity CIO
This turn in market sentiment is further supported by some of the data that we are seeing from China
06/10/2020
Tilney enhances support for sports professionals
The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.
06/10/2020
IWP scoops up Clairville York Financial Advisers
The firm is staffed by six advisers.
06/10/2020
GAM Gives Suitors Cold Shoulder
GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.
06/09/2020
Berenberg and Moonfare launch private equity platform for private customers
Berenberg Wealth Management offers each individual customer a personalised service.
06/09/2020
Sanlam UK adds Global Listed Real Estate to its range for UK investors
The addition of the Global Real Estate fund to the Sanlam suite of funds marks a further step forward in Sanlam’s ambition to expand its fund offering to UK investors.