11/05/2021
Should you use private markets?
Digitising processes such as deal distribution, client profiling and operational workflows will undoubtedly increase advisers’ efficiency.
Wealth and Asset Management
11/05/2021
Wealth Management: Market Perspective
The news machine punctuates crisis with crisis, but economic reality is less volatile.
11/05/2021
Aquarius Financial launches in London
Aquarius Financial is currently opening their headquarters in London’s Mayfair
11/04/2021
CaixaBank named 'Best Private Bank in Spain'
The awards' jury, which distinguishes excellence in the sector, has recognised in 2021 CaixaBank's private banking business model, focused on quality advice and its commitment to sustainable financial advice, constant growth and the use of new t
11/04/2021
Hansard Global: First trading update for the year
Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021
11/04/2021
Delio roundtable: Collaboration in private markets – a realistic ambition or impossible to achieve?
Delio is privileged to play a small (but hopefully important) role in helping to connect the wider ecosystem of investors and financial institutions.
11/04/2021
LGT Vestra partners cash out £23m as profit climbs 50%
The wealth firm’s partners cashed out £23m in 2020 as profits were boosted.
11/04/2021
Quilter to restructure business divisions
As it creates two segments focussing on HNW and affluent clients
11/04/2021
Lombard Odier wins prestigious sustainability award
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
11/04/2021
Tilney Smith & Williamson make two senior appointments to Birmingham branch
Based out of the Birmingham office, Adam will also take a leading role in growing the firm’s tax advisory presence in the North West.
11/04/2021
New priorities for family offices and UHNW clients revealed in global survey
The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families.
11/03/2021
Swiss banks expect market access deal with Britain in 2022 - NZZ
"I expect an agreement with Great Britain on market access in 2022," the paper quoted Rohner as saying.
11/03/2021
Raiffeisen profit jumps 76pc
After the pandemic-driven recession in the previous year, the current financial year is being marked by economic recovery.
11/03/2021
Quilter announces £1bn net inflows as wealth management ahead of reorganisation
Quilter, a British wealth management company, has today announced robust third quarter results with net inflows of £1bn, ten times that of the same period last year.
11/03/2021
Fairstone adds £150m with NI adviser purchase
The deal brings almost 2,000 clients to the group, as well as 12 advisers and six support staff.
11/02/2021
Schroders impact trust confirms £26m fundraise
The pipeline consists of £35m to £70m worth of further investments in funds currently in the portfolio, co-investments and new fund investments.
11/01/2021
Coutts: Real Success Takes True Character
Coutts clients are pioneers, disruptors, champions and change-makers, successful people at the top of their game.
11/01/2021
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months
“The third quarter continued to see strong new business generation,” Chris Woodhouse, chief executive, said.
11/01/2021
Tough winter ahead but opportunities beckon, say wealth management experts
King said UBS had begun focusing on sustainable investing about five to 10 years ago and expects to see ongoing increasing demand for it. He added there is also real political will to support these types of investments.
10/29/2021
Coutts Private Banking Q3 Results
Total Assets under Management and Administration rose by 18% (£35.7bn) compared to Q3 2020. Our online propositions also show very pleasing growth and reached £1.5bn in AUM.