10/23/2018
Guernsey products and services lauded in global awards
Generali Worldwide was named Best International Employee Benefits Provider. CEO Giorgio Daboni was delighted to have won in such a tightly contested field.
Wealth and Asset Management
10/23/2018
St James's Place shakes off market woes to hit £100bn in assets
We have delivered this continued growth despite both tough comparatives and a more challenging environment for the industry, once again demonstrating our resilience in these market conditions.
10/22/2018
Wealth management and advisory services firm changes hands
The deal is part of Banca Generali’s wider private-banking growth strategy launched with a view to strengthening the Bank’s range of services and its distinctive asset management and advisory expertise.
10/22/2018
Raymond James launches new branch in the Lake District
The new branch will provide tailored investment advice, drawing on external financial planning expertise when required and working together with clients to create strategic long-term plans.
10/19/2018
SGG Group Voted Best Fund Administrator in Africa for Private Equity for 2018
The judging panel consists of experienced professionals who have a good knowledge of the fund industry in Africa.
10/19/2018
Raymond James reveals expansion plans
She said promoting female wealth managers will help to grow the Raymond James business in the UK as many women may feel more comfortable discussing financial planning with a female adviser.
10/19/2018
Rathbones director opens Raymond James’ 60th branch
He then joined James Brearley in 2006 as a branch manager.
10/19/2018
Oxford Risk launches range of suitability tools
'Most scientifically rigorous'
10/19/2018
UBP launches Positive Impact Equity strategy
The measurement of non-financial performance alongside financial results, in a long-term approach, will be one of the strategy’s key characteristics
10/19/2018
Ultra-high net worth fear cookie-cutter wealth advice
The research says: “Families are becoming more resistant to wealth advice and is essential to think about what is right for each family as each family is different, and then structure service requirements appropriately.”
10/19/2018
Liontrust to merge away first ever fund
Subject to unitholder approval
10/19/2018
Hundreds join growing list of Britain's ultra-rich
Fortunes of already wealthy people grow much faster than that of general population
10/19/2018
Coutts partners with Mortgage Brain to share products with intermediary market
This is an exciting next step for us in working more effectively with our intermediary partners
10/19/2018
Former MI6 man tops the bill as Guernsey takes its private wealth message to London
The security theme will resonate with keynote speaker Sir John Sawers, former Chief of the Secret Intelligence Service MI6.
10/19/2018
Wealth Managers on how they are handling the EM sell off
All the while, the fire of political and economic instability is being fanned by US dollar strength, as the Federal Reserve raises interest rates and president Donald Trump’s threats of trade wars escalate.
10/19/2018
Client demand prompted Rathbone fund launch
Financial returns and investing responsibly are not mutually exclusive, Rathbones’ David Harrison has said.
10/18/2018
UBP launches first impact investing fund
This is a thematic fund, the theme being that the planet and society is in acute need of repair and that repair is expensive.
10/18/2018
Secure Trust Bank & Arbuthnot Banking Make Progress In Third Quarter
The lender did, however, warn of the ongoing "uncertainty" surrounding the Brexit leading the bank to continue to be "selective" in respect to new lending activities.
10/18/2018
Germany's private household wealth rises to unprecedented level in Q2
The German Central Bank's definition of private household wealth includes cash, bank deposits, equities and insurance claims.
10/18/2018
Global Wealth Report 2018: US and China in the lead
Total wealth and wealth per adult in the United States have grown every year since 2008, even when total global wealth suffered a reversal in 2014 and 2015.