09/20/2016
Robo-Manager - Diary of a Fund Manager
Financial markets had an indifferent week that turned uncomfortable on Friday. Equities and bonds ended down, with gold and oil marginally ahead.
Wealth and Asset Management
09/20/2016
Coutts reduces mortgage pricing
Clients of Coutts are now able to benefit from lower rates across residential and buy to let mortgages.
09/20/2016
Schroders throws weight behind SVG management
Other major shareholders have indicated they will vote in favour of HarbourVest’s takeover.
09/20/2016
Old Mutual may shelve plans to list wealth management unit
Old Mutual boss Bruce Hemphill’s plans then current plans were to pursue a wider break-up, including demerging its wealth, asset management and emerging-markets units as well as South African-based lender Nedbank Group.
09/19/2016
Fund houses move to fight gender pay gap
250 or more employees will have to publish information on their gender pay gap
09/19/2016
A peach of a week... by Penny Lovell
“If you have good thoughts they will shine out of your face like sunbeams and you will always look lovely.” Roald Dahl
09/19/2016
Cost of storing cash hits wealth managers
Record-low UK interest rates intensify pressure on profits
09/19/2016
Kuwaiti investors pounce on venerable City broker
Kuwait's KEH Group will announce the purchase of nearly 30% of WH Ireland
09/19/2016
Wren Investment Office seeks out London’s super-rich families
Launch is attempt to tap into London’s status as a centre for global wealth
09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.
09/19/2016
New business rises 13% at the CISE
Fiona Le Poidevin, CEO of the CISE, said: “I’m delighted that once again we have seen significant growth in new listings.
09/16/2016
Former Deutsche Bank Russia CEO sets up boutique for finance's "Expendables"
The four bankers, as senior partners at Troika, would have collected significant payouts after state-controlled Sberbank bought out Russia’s oldest brokerage.
09/16/2016
Top tips for trustees to combat fraud, by David Clarke of the Fraud Advisory Panel
September issue of our Charities Briefing newsletter
09/16/2016
UK bonuses soar to £44bn beating pre-financial crash peak for the first time
Total bonus payouts in the year to the end of March rose 4.4% to £44.3bn
09/15/2016
The Apple of the IFA world
Hargreaves Lansdown, not a typical IFA firm but a company model for IFA expansion
09/14/2016
Wealth manager to enter direct investing with new UK equity fund
The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.
09/14/2016
Quilter Cheviot revisits Artemis Income
Given the uncertainty we are not interested in bottom-fishing the financial sectors.
09/14/2016
Wealth manager launches two ethical portfolios
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
Wealth management is missing an opportunity
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/14/2016
Polin wants to boost Sanlam adviser numbers
Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.