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Wealth and Asset Management

01/05/2016

One year, many tracks - St. James's Place Market Bulletin

It was every bit the rollercoaster year, not just because volatility has been exceptionally high, but because the major markets around the world tugged in very different directions.

01/05/2016

Santander UK to re-enter investment advice market

Santander plans to have a force of 225 advisers across the country by the end of March.

01/05/2016

Julius Baer takes stake in Shanghai wealth manager

The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.

01/05/2016

Old Mutual Int’l targets wealthy UK investors with new bond

Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.

01/04/2016

Guernsey 2016 - Great Expectations

In 2016 I expect growth and good news for the Guernsey finance industry and the supporters of Guernsey, including:

01/04/2016

Prestigious City investment firm nearly doubles the salary of its highest-paid director from £9.9m to £19m

Other notable directors include City investment manager Crispin Odey and the 14th Earl Ferrers, Robert William Saswalo.

01/04/2016

Hedge fund manager Crispin Odey warns of threats to global economy

2015 ended with quite a lot of excitement still to be had.

12/31/2015

New Year financial resolutions by Penny Lovell

“Character is the ability to carry out a good resolution long after the excitement of the moment has passed.” — Cavett Robert

12/30/2015

Quarterly Investment Strategy - C. Hoare & Co

Now we find ourselves at a crossroads; will this long recovery continue or will it be disrupted by an upset in Asia, or perhaps even the US?

12/29/2015

Fair trade regulator CCI clears RBS India-Sanctum Wealth deal

Sanctum Wealth is a firm led by Shiv Gupta, who heads RBS' private banking operations in India.

12/27/2015

New Brooms: Bank CEOs embark on clean up

Leaders at Barclays, Deutsche and Credit Suisse face a tough 2016

12/24/2015

Gulf clients look to Al Rayan Bank for long-term ‘safe’ UK property investments

Will the new UK stamp duty charges announced in the autumn budget have a negative impact on foreign investment into property?

12/24/2015

AND THE WINNER WAS... (and Hitler’s Ball) by Justin Urquhart Stewart

This article represents a personal and light-hearted view from 7IM, and is based on current financial news and events around the world.

12/24/2015

Safra, Coutts Boost Swiss Bank Program Fines Near $1 Billion

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

12/24/2015

Top financial reads for the Christmas holidays by Penny Lovell

“A room without books is like a body without a soul.” - Marcus Tullius Cicero

12/24/2015

Boxing clever: Nedgroup's multi-management chief on long-term plans

Garvin, who oversees $2.5 billion (€2.34 billion) in assets, has his own long-term credentials – the Cape Town-based fund selector has been in the multi-management business for 19 years and has had a global remit for a decade.

12/23/2015

Top UK trust in last 25 years changes manager and cuts fees

The appointment of ICG as manager is an exciting new development for Graphite Enterprise which builds on our highly successful relationship with them for more than 25 years.

12/23/2015

What asset managers can learn from digital disrupters

There is growing discontent with current incumbents, and this remains a key factor in why investors are eschewing traditional investment management routes.

12/23/2015

Schroders and M&G will not exit Investment Association

Extended membership for six months

12/22/2015

'Unhelpful' advice labels should be reviewed - OMW

Old Mutual calls for the UK government to find ways to decrease the wealth management industry’s regulatory burden, in response to the Financial Advice Market Review.

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