09/09/2020
Here’s how Julius Baer is helping its clients grow their wealth during the crisis
At a time when face-to-face meetings haven’t been possible, that often meant sitting with clients in their homes via videoconferencing, creating a strange sort of intimacy as some showed their full distress.
09/09/2020
REInvest buys 30 Lombard Street office asset in London for £76m
Net sale proceeds of £68.5m will be used to pay down debt, prior to further investment in new acquisitions and portfolio opportunities.
09/09/2020
The private bank’s pre-tax profits dipped by 63% in 2019 due to £3.6m in costs related to a new IT platform provided by rival Lombard Odier.
09/09/2020
The decision came after the Royal Institution of Chartered Surveyors recommended the lifting of material valuation uncertainty on UK real estate.
09/08/2020
It will continue to ‘provide services to financial advisers who wish to remain independent’
09/08/2020
Digital now a top agenda of asset and wealth managers
Asset management has been no exception to this trend, with the sector increasingly prioritising digital transformation in recent years.
09/08/2020
We are delighted to announce that Ocorian has again been recognised as a Tier 1 trust company in the 2020 eprivateclient Top Trust Company rankings.
09/08/2020
It is the adviser firm’s fourth acquisition of the past two years and brings its total assets under management to £1.2bn, managed by about 40 advisers.
09/08/2020
Geneva-based group to unveil commodities and thematic strategies as part of new push.
09/07/2020
SMP Group Rebrands To Suntera Global
The new name reflects the culture of commercial balance that has driven these achievements.
09/07/2020
By combining its regional investment teams into these global platforms, it allows Aegon AM to bring the breadth and depth of its global investment research
09/07/2020
Rabattu said that eight of the world’s 20 largest internet companies are based in the country, compared with 12 in the US.
09/07/2020
The two firms will leverage the Ocean Foundation's expertise to identify key themes that help preventing destruction of the ocean.
09/07/2020
Effectively, markets now stand assured that Fed will hold off hikes even if inflation spikes beyond 2% temporarily and hence, rates will stay lower for longer (consensus is until 2023).
09/07/2020
As it poaches Quilter Cheviot fund analyst to become head of research
09/06/2020
Wealth management gets digital intervention
But best option for the future will be to mix it up with human element
09/04/2020
'Championing LGBTQ Inclusion' award recognises companies who have taken significant strides to promote the equal treatment and inclusion of LGBTQ people at all levels of the workplace
09/04/2020
Former Openwork boss Mary-Anne McIntyre leads the new national advice group
09/04/2020
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/04/2020
The Swiss bank's revenue slid 28 percent to 18.7 million francs, while it was only able to slash spending by a modest seven percent in response.