03/02/2021
Stop Look and Listen…Why Some Clients Fail to Take Good Advice
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
Wealth and Asset Management
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
SME report - key findings released - Close Brothers Asset Finance
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
Hurst Point Group completes acquisition of Hawksmoor
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.
03/02/2021
Inflation worries overblown by Pictet AM
The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up inflation.
03/02/2021
Signs of an Early Spring By Chris Bailey, Raymond James
Fortunately for equity markets, the news around vaccine roll outs and economic improvement will continue to help today.
03/02/2021
Royal London acquires Wealth Wizards
The acquisition will enable Wealth Wizards to continue our mission to make financial advice affordable and accessible to everyone.
03/02/2021
Testing new waters by CHRISTIAN GATTIKER, Julius Baer
Investors need to buckle up every end of the month, it seems.
03/01/2021
Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy
The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online
03/01/2021
TA Associates invests in Fairstone Group
The investment bankers for Fairstone were Keefe, Bruyette and Woods (KBW) and legal advisers were Proskauer Rose LLP.
03/01/2021
European Family Offices face a tricky balancing act
The factors family offices are weighing include the strong likelihood of Covid-19 remaining the dominant market factor in 2021
03/01/2021
European family offices face 'tricky' balancing act
Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.
03/01/2021
Kingswood backers eye Lombard International deal
This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.
03/01/2021
Can You Endure the Duration?
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.
03/01/2021
Greece is the Golden Visa destination of choice for UK HNWs
Astons then asked what had been the most important factor when making a decision on investing and the primary motivation is clear.
03/01/2021
Founder on family office's 220 banking relations and why he'd die without WhatsApp
The company has now reached CHF 1.6bn in assets under management and works with 14 families.
02/28/2021
Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.
02/28/2021
Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis
The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.
02/26/2021
Millennials and financial advisors: what can wealth managers learn from growing disruptive competition
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
Suntera Global Wins Citywealth Awards
Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.