02/24/2020
Wealth managers move savers into pricier portfolios
DIY investors are the new target of services designed for the super-rich
Wealth and Asset Management
02/24/2020
Wealth manager Elkstone set to launch €50m seed fund for Irish tech fledglings
The Elkstone management, including Merriman, is also making a significant personal investment in the fund.
02/24/2020
UBS unveils investment initiative for private clients
Plastic waste in the sea could outweigh fish by 2050 if current practices continue.
02/24/2020
Gold hits seven year high over coronavirus
On Monday the price of gold climber more than 2% and the price for immediate delivery reached as high as $1,678.58 per ounce, then slightly dropped.
02/24/2020
Everyone has a number
The point is this. Distrust is massively elevated. What else?
02/21/2020
Coutts Returns to Honour the Highest Achievers at #SIAWARDS2020
The Coutts team also support successful industry professionals off the field of play, overall making the bank a natural fit for the Lifetime Achievement Award.
02/21/2020
The benefits of capped model portfolio fees
The regulator concluded that price competition was weak in many areas of the retail market with firms enjoying high levels of profitability
02/20/2020
Raymond James firm merges with UK investment manager
Combined business will offer services to high net worth individuals, globally
02/20/2020
GAM Holding AG announces full-year 2019 results and strategy
General expenses totalled CHF 99.6 million, a decrease of 22% compared with 2018.
02/20/2020
TBC Bank Announces Unaudited Preliminary FY 2019 and 4Q 2019 Consolidated Financial Results
The European Union Market Abuse Regulation EU 596/2014 requires TBC Bank Group PLC to disclose that this announcement contains Inside Information, as defined in that Regulation
02/20/2020
Van Lanschot Kempen launches share buy-back programme to fund remuneration policy and share plans
The share buy-back programme will end on the day before the publication of Van Lanschot Kempen’s 2020 annual figures
02/20/2020
Wealth management firm celebrates significant milestone
The board recommends a final dividend of 45p for 2019 (2018: 42p), making a total of 70p for the year (2018: 66p), an increase of 6.1% on 2018.
02/20/2020
LEBC warns on quality of advisers as profits nosedive
LEBC said its staff had left on good terms and that the change to the bonus structure was so staff would not be incentivised to create an income for the business, but do so in a compliant way.
02/20/2020
IQ-EQ acquires US business
Global Investor Services Group IQ-EQ to enter a strategic U.S. transaction.
02/19/2020
Societe Generale abandons plan to sell Kleinwort Hambros
According to Bloomberg, Swiss private banks Julius Baer and EFG International were in pursuit of Kleinwort Hambros.
02/19/2020
IPS Capital Completes Prospect Wealth Management Merger
We are delighted to welcome Matthew and his team into the IPS family.
02/19/2020
Quilter’s UK Platform launches family linking
Introduces new pricing structure, saving clients’ money
02/18/2020
ZEDRA launches new website and announces Active Wealth approach
Streamlining and simplifying the private client offering process has other benefits too.
02/18/2020
Intergenerational wealth transfer: threat or opportunity?
Are traditional wealth management firms and private banks prepared for this intergenerational transfer of wealth, and should they view it as a threat or an opportunity?
02/18/2020
Double nomination for Crestbridge in European private wealth awards
Winners of the Awards will be selected by an independent panel of judges and announced at an Awards dinner in London on 23 April.