11/17/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
Wealth and Asset Management
11/15/2019
Norway fund shuns G4S over human rights violation risks
Many of G4S's employees in in Qatar and the United Arab Emirates are migrant workers who paid recruitment fees to join the company
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.
11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million
11/14/2019
Woodford analysis suggests investors may lose a third of their money
The move to wind down the fund in October following a four-and-a-half month suspension sent shockwaves through the City and marked a stunning reversal of fortune for Woodford, one of the UK’s most high profile investors.
11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
11/14/2019
Upwards bullying: reversing the norm
The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.
11/13/2019
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
11/13/2019
EFG reports on business performance and announces GBC appointment
The tension remains high as to whether the Swiss private bank EFG International can take the helm.
11/13/2019
Family offices: much more than private investment businesses – Roelof Botha
Roelof’s team in London works with a wide range of clients, mostly international families
11/13/2019
Top JPM strategist calls out ‘Armageddonist’ fund managers
In a note to clients yesterday, Michael Cembalest highlighted how investors would have lost out had they listened to warnings from a number of prominent financiers
11/12/2019
World’s Rich Readying for Major Stock Sell-Off, UBS Wealth Says
"They see global interconnectivity and reverberations of change impacting their portfolios more than traditional business fundamentals, a marked change from the past.”
11/12/2019
Mediobanca bets on wealth management, consumer finance in new plan
Wealth management will deliver top-line growth of 8%
11/12/2019
Is this year's gold boom headed for an equally rapid bust?
Over the past year gold has surged, but is the bull market for the precious metal sustainable?
11/11/2019
Tatton Asset Management hits £7 billion
The firm raised its interim dividend by 14.3% to 3.2p on the back this showing.
11/11/2019
AFH Financial Annual Results Jump As Takeovers, Organic Growth Deliver
During the year, AFH completed eight acquisitions with a total consideration of up to GBP30 million.
11/10/2019
Bankers in $220 Billion Scandal Offered Gold to Hide Client Cash
Danske Bank, which is being investigated across Europe and in the U.S. after failing to screen about $220 billion that gushed through its non-resident unit in Estonia from 2007 to 2015