03/22/2019
St James’s Place defends Woodford’s record on its own funds
Wealth manager hits back at veteran investor’s critics
Wealth and Asset Management
03/22/2019
Do you qualify for private banking?
There is a broad spectrum in the minimum amount required for private banking: some banks are happy to take clients with six-figure sums, but some demand eight.
03/22/2019
Deutsche Bank launches European wealth offensive
The bank will reduce the number of market heads to six, from 14 previously.
03/22/2019
Credit Suisse Boosts Thiam's Pay 30% After Turnaround Ends
Thiam is rewarded after taking a cut last year amid losses
03/21/2019
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
03/21/2019
Phoenix Financial PR shortlisted as Communications & PR Agency of the Year
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
UBS Reports Progress in Sustainable Investing and Philanthropy
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
Alvarium completes five acquisitions in eight months in London and globally
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.
03/21/2019
£30,000 funding on offer to local businesses in Quilter Cheviot’s Rural Innovation Programme
Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.
03/20/2019
2 Kingsway in Cardiff Welcomes St. James’s Place Wealth Management
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
03/20/2019
Simple holding company: Most used structure by Saudi families and HNWIs
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
Lombard International's new business premiums hit €5.1bn
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
C Hoare opens first regional office in 350 year history
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.
03/19/2019
Ex-Brown Shipley Edinburgh boss Graham Auld dies
'Graham will be remembered fondly by all those colleagues who worked with him for his colourful personality that shone through in everything he did.
03/19/2019
Asset management: inside the scandal that rocked GAM
A bitter dispute has provoked the departure of chief executive and a star fund manager
03/18/2019
Wealth managers must embrace chat applications to engage with clients
Consequently, wealth managers should focus on other communication channels.
03/18/2019
UBS AM completes acquisition of Milan business campus
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
03/18/2019
LGT Acquisitions Help Boost Profit
LGT is confident that with its internationally broad-based business and strong position in well-diversified client markets and asset classes, it will continue to achieve profitable growth in 2019 even under uncertain market conditions.
03/18/2019
Swiss Spring Market update
Profitability and revenue multiples increasingly an adopted metric for valuation