03/22/2021
Barclays expands private bank to France and Italy in bid to grow EU business
“Despite the Covid-19 crisis, we have continued to see strong growth in assets under management,” Jean-Christophe Gerard, chief executive of Barclays private bank said.
03/22/2021
The super-rich are upping their entertaining game with £5,000 Zoom dinner parties and wine gameshows
Luxury brands and private clients alike are enlisting the help of Michelin-starred restaurants to ease their lockdown fatigue
03/21/2021
With many investors seemingly ready to write off the UK stock market, we address four common misconceptions about UK shares.
03/19/2021
Transparency over net zero plans vital in industry
03/19/2021
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/18/2021
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
The programme looks to recognise and celebrate talented individuals
03/18/2021
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
Deal is a ‘significant milestone’ for its growth strategy
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021
The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021
03/17/2021
Entrepreneurship is not for everybody.
03/17/2021
SJP award winner seals advice firm acquisition
The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.
03/17/2021
Hargreaves Lansdown expects profit ahead of market forecasts
Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.