10/23/2020
Nucleus recoups pandemic losses
The results show the platform experienced £553m of negative market movements over the nine months as the coronavirus crisis saw global markets tumble.
Wealth and Asset Management
10/23/2020
Barclays recovers as bad debt charges fall
In the first nine months Group income increased 3% to £16.8bn with pre-provision profits4 increasing 9% to £6.9bn.
10/23/2020
Thinking Globally Has Paid Off by Coutts
Investing globally proved to be the right approach in September
10/22/2020
Quilter plc Third Quarter 2020 Trading Statement
Quilter Investment Platform transformation project on track with around 80% of platform assets to be migrated by year-end.
10/22/2020
AJ Bell reports strong financial year driven by platform business
D2C growth particularly strong
10/22/2020
FundCount Wins Best Client Accounting for Third Year in a Row
Comprehensive view of wealth and nested entity control center deliver winning combination
10/22/2020
The benefits of signposting and why SJP acquired Future Proof
‘Either write it or refer it. Do not ignore it’
10/21/2020
Gam to beef up ESG as existing strategies deliver net outflows for Q3
Firm fully adapted to a flexible and agile way of working for the long term
10/21/2020
The new age of credit research
We are living in challenging times with COVID-19 impacting our social life as well as the financial world.
10/21/2020
What are family offices investing in?
In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.
10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
10/21/2020
Quilter platform inflows dip ahead of next migration date
The group has not yet seen a drop off in defined benefit to defined contribution transfers, which came in at £0.2bn, the same as the previous quarter.
10/21/2020
Edinburgh bank for well heeled riding out pandemic as deposits jump to £65m
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
The ‘exciting and unusual’ caseload of a private wealth partner
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
Quilter Investors to appoint Premier Miton as manager of two funds
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
UBS reports its best third quarter for a decade, with a 99% hike in net profit
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.
10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
10/20/2020
Factor investors committed for the long haul, finds global study
Despite market turbulence, most respondents report factors meeting or exceeding expectations
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Newly launched private wealth management firm pioneers the use of AI chat assistant technology on mission to become innovative industry leader
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.