04/28/2021
Diary of a Fund Manager - Catalysis - Quilter Cheviot
Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’
Wealth and Asset Management
04/28/2021
Families using agreed purpose for wealth up 13% in two years
Four Pillars Framework Helps Agree a Shared Philosophy
04/28/2021
Hampden & Co reports revenue growth during pandemic
Chief executive notes high levels of interest from prospective clients following Adam & Co being bought out earlier this month
04/28/2021
Credit Suisse: plotting a comeback after ‘costly mistakes’ took it to the brink
New chair António Horta-Osório will look to overhaul bank’s risk management culture after the Greensill and Archegos failures
04/28/2021
IQ-EQ shortlisted again for ‘Fund Administrator of the Year’ in Private Equity Awards
This year’s awards are set to be the biggest yet, judging industry leaders across 30 different categories.
04/27/2021
Markets Have a Spring in their Step by Coutts
Equity markets strengthened against a more robust outlook for the global economy in March, which was positive for our portfolios.
04/27/2021
HSBC Holdings 1Q 2021 Earnings Release
The execution of our growth and transformation plans is proceeding well.
04/27/2021
UBS Q1 profit up 14% as Switzerland's No. 1 bank unveils Archegos charge
The default by a US-based client of our prime brokerage business resulted in an impact on net profit attributable to shareholders of USD 434m.
04/27/2021
Coutts sex claims banker launches firm with Prince Andrew
Prince Andrew has launched a private office investment business alongside a former top Coutts banker who resigned following an alleged sexual harassment scandal.
04/27/2021
Digital wealth manager Nutmeg sees surge in clients during record year
Revenue soared by 66 per cent as the business moved closer to profitability.
04/27/2021
Baillie Gifford climbs rankings in latest Boring Money customer value survey
The figures show Baillie Gifford rising from 15th to 4th in the latest quarterly rankings, with BMO also rising from 16th to 8th.
04/27/2021
Do Family Offices need Legal Professionals now more than ever before?
Family Offices are regulated entities that require structuring, compliance and planning.
04/27/2021
St James’s Place partner firms merge
‘We have come as far as we can with our current structure’
04/27/2021
Views From the Floor – You’ve Never Had It So Good…
The Harold Macmillan market: you’ve never had it so good?; and the anomalies in the gold price.
04/26/2021
Schroders Group Chief Executive gives keynote address at The Securities Analysts Association of Japan flagship event
As part of the SAAJ’s annual seminar, Peter discussed how asset managers have been adapting to the changing environment, what role they should have in creating a more sustainable society and Schroders’ focus on working closely with investors i
04/26/2021
The Wealth Mosaic announces content publishing partnership with Managers of Wealth
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.
04/26/2021
Standard Life Aberdeen unveils new name
The rebranding roll-out process for the new name and associated visual identity will begin in the summer and progress through 2021, alongside implementation of a full stakeholder engagement plan to manage the transition.
04/26/2021
Review of the week: Earning favour
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
04/26/2021
Phoenix Financial PR declared Financial Consultancy Firm of the Year
Our core focus on asset management, wealth management and private banking, alternatives and fintech, means we bring deep experience to the client table in our field of specialism.
04/26/2021
Why Wealth Management Firms Must Improve Digitally in the Next Normal
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.