09/01/2020
Pictet Profit Holds Steady
Pictet remains geared for expansion and continues to invest in new staff and technology.
Wealth and Asset Management
09/01/2020
Newcastle-owned London lending trust increases income by £290k
The portfolio has evolved and strengthened as early projects have been replaced with new opportunities.
08/28/2020
£44bn Tilney Smith & Williamson merger to complete on 1 September
The letter confirmed that the merger had received "overwhelming support of Smith & Williamson shareholders and achieved all the necessary regulatory approvals" earlier in August.
08/28/2020
Credit Suisse Uncovers Client Fraud at Wealth Management
Swiss bank says clients affected by unathorized actions
08/27/2020
Turmoil creates opportunity for wealthy to invest in green buildings
While pandemic casts long shadow over property, it creates opportunities for environmentally friendly innovation
08/27/2020
How Edmond de Rothschild attracted €1bn of real assets flows this year
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/27/2020
LGT reports excellent first-half 2020 results
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Outsourcing for family offices
The result is that ‘hybrid’ family offices – hiring a few key staff and outsourcing the rest of the work to service providers – are becoming increasingly popular.
08/27/2020
How do I work out how much pension I need for retirement?
Brewin Dolphin says that to preserve the capital while providing income to live on, retirees should aim to take a maximum of 4% of their overall pension, subject to the individual’s risk profile.
08/27/2020
Isle of Man's Boston family office acquires IQE
"As well as strengthening our expertise and broadening our client base, the acquisition will also enable us to offer additional services such as sponsoring securities for The International Stock Exchange."
08/27/2020
Lombard Odier Group reports results for first six months of 2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
JM Finn profits hit by 'extraordinary' FSCS levy hike
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
08/26/2020
ZEDRA shortlisted as Trust Company of the Year
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.
08/26/2020
Van Lanschot Kempen reports net profit of nearly €10 million
The first half saw a net result of €9.5 million
08/26/2020
Stronger and more competitively placed by Dominic Wheatley
Guernsey was placed on the European Union’s whitelist at the earliest opportunity in the process in March 2019. We were delighted but not particularly surprised
08/26/2020
Forsters’ Private Wealth team shortlisted in four categories
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards in the industry and are rigorously judged by a worldwide panel of experts.
08/26/2020
HSBC GAM strikes deal for new climate asset management firm
New venture plans to unveil two funds next year which target around $3bn worth of investable assets.
08/26/2020
LLB Group grows sustainably
The Group's sustainable growth was confirmed by the inflow of net new money.
08/26/2020
Arbuthnot rebrands as it completes wealth transformation
Arbuthnot Latham & Co is updating its peacock logo after and other branding to reflect its transformation into full service wealth manager.
08/25/2020
Ocorian shortlisted for Multi-Family Office of the Year
The shortlisting comes after our success at last year's awards where we picked up the Multi-Family Office of the Year accolade.