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Wealth and Asset Management

11/03/2015

Clear signal? by St. James's Place

Global markets ended October on their way back to near record highs with the FTSE All-World Index gaining 8%.

11/03/2015

Swiss bank UBS lowers profit guidance and pushes back targets

Net profit at the bank for the three months ended September rose to SFr2.1bn £1.5bn from SFr762m a year earlier

11/02/2015

EFG International formally launches business in Cyprus

Costas Stylianou works very closely with London-based Demetris Pisiaras, who is the market coordinator for Cyprus.

11/02/2015

John Spiers' wealth firm unveils digital service

They will also be able to access EQ's discretionary managed portfolios.

11/02/2015

Societe Generale to sell 20% stake in Amundi through IPO

Amundi Asset Management has been established as a joint venture between Societe Generale and Crédit Agricole in 2010.

11/02/2015

London's wealth managers have missed their chance to reshape the profession

Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR

11/02/2015

Rothschild to bring European flagship funds to UK and develop alternative UCITS range

Part of expansion plans

11/02/2015

London's wealth managers have missed their chance to reshape the profession

Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR

11/01/2015

From iMillionaires to the UK economy: Discretionary spending and iPads By Penny Lovell

My teenage son has become somewhat of an Apple disciple, and is never far from his iPad. But he surprised me this week.

11/01/2015

Not all debt is bad debt - Private Investors in Infrastructure by Justin Urquhart Stewart

It seems we have a problem with HM Treasury (HMT).

11/01/2015

HSBC squeezes recruitment in cost-cutting drive

The giant bank is saving money as its bet on Asian growth is derailed by Chinese slowdown

10/30/2015

Maseco: clients review UK residency on non-dom changes

Our strategic goal is to be able to attract excellent talent

10/30/2015

St James’s Place launches two funds targeting income

The fund will target a 5 per cent yield by investing across global fixed interest markets and has been classified as lower to medium risk.

10/30/2015

Steven Cohen: Will the biggest fish in the hedge fund ocean get to swim free again?

For years, rivals had whispered darkly about the company and its unusually stellar performance

10/29/2015

Deutsche Bank to cut 9,000 jobs and exit 10 countries in overhaul

In Europe, Deutsche will withdraw from Denmark, Finland, Norway, and Malta. It will also exit from New Zealand.

10/28/2015

Investment Quorum’s Robertson is ‘Asset Manager of the Year for High Net Worth Investors’

The judges were asked to pay particular attention to changes in assets under management

10/28/2015

New Barclays chief Jes Staley in line for £8.2m pay deal

New Barclays boss Jes Staley could earn up to £8.2 million a year, it has been revealed.

10/28/2015

High-net-worths demand fixed fees from wealth managers

For ultra-high-net-worth individuals, defined as those investors with a minimum of £6.5m assets, almost 10 per cent are demanding to pay time-based fees instead of paying on a transactional basis.

10/27/2015

Former Wellian boss launches consultancy

He stepped down from Wellian in May following the acquisition of the company by Harwood Capital Management.

10/27/2015

Only an investment bank could be this obtuse by Tim Price

“Government powerless to intervene in non-banking industry.

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