02/06/2020
Momentum Investment Solutions & Consulting independently advised the fund on the appropriateness of the strategy, which aims to generate sufficient cashflow by investing in more predictable assets to enable pension funds to meet their payments.
02/06/2020
Old Mutual’s former wealth manager, Quilter, stole the show with a huge rally in 2019. This looks set to continue
02/06/2020
The bank is also committing almost $20 billion to green projects, with three-quarters of that earmarked for financing and the rest devoted to asset management.
02/05/2020
Ms Rhodes gave the example of a client requesting a £100,000 transfer into what they deem to be a good investment opportunity, but which a wealth manager can identify as a scam.
02/05/2020
New Experian research shows that identity and re-recognition are the keys to positive customer engagement
02/05/2020
To help meet these challenges, firms are exploring how technology can help transform their businesses.
02/05/2020
Wealth managers say they are having to choose between shying away from investment trusts, which now look more costly, or taking on a difficult explanation with their clients
02/05/2020
Recent research by Brooks Macdonald found £327bn is set to be passed on from baby boomers to around 300,000 younger potential clients over the next decade.
02/05/2020
Operating profit went up by 23%
02/04/2020
Directly originated assets accounted for $24bn of Apollo’s total $216bn assets under management at the end of the fourth quarter.
02/03/2020
Facing the future with an eye for opportunities – and risks – will remain at the heart of what we do to preserve and grow our clients’ wealth.
02/03/2020
At Christmastime, it can seem like the issue becomes much worse.
02/03/2020
Rose is employed by NatWest, a technicality following the post-crisis move to “ringfence” high street banking operations.
02/03/2020
The need for personal close protection is a growing concern among a growing populous of millionaires, many of whom visit London.
02/03/2020
The BOE held off from cutting rates last week because of a Boris-related bounce in business confidence but was distinctly downbeat in its growth outlook.
01/31/2020
A strong jobs market, the prospect of fiscal stimulus in the foreseeable future
01/31/2020
This week we chat to Matthew Yeates, senior investment manager at 7IM. We discuss his perfect tea and biscuit combination as well as why his worst investment decision was a catastrophe
01/31/2020
AJ Bell's head of active funds talk to Wealth Manager about how he decides which funds should be on the firm's best-buy list
01/31/2020
Customer deposits during the period also increased by 1.8 per cent. Subsequently, net interest income as per 2019 last twelve months (LTM) results further improved to €18.7 million from €17.5 million during FY 2018.
01/31/2020
There will be opportunities in the UK, but caution is still required