12/08/2020
UK wealth manager expands partnership with Canada Life
To offer the insurer’s retirement account as a core pension solution to clients
Wealth and Asset Management
12/08/2020
CREALOGIX Insights January 2021 edition: Digital Banking & Wealth
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Invesco launches the first Euro Hybrids UCITS ETF
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/06/2020
Schroders rolls out sharia-compliant fund in first quant team launch
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
St. James’s Place opens new office
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
Schroders joins the global Valuable 500 Initiative
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
12/04/2020
Union Bancaire Privée holds first close of UBP Private Debt Fund III
The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.
12/04/2020
Arete launches Northern multi-family investment office
A new multi-family investment office, Arete, has launched in the North West of England.
12/04/2020
Raymond James opens East London branch for Killik director
Simon Howland, who will lead the business, said that the current market environment can deliver ‘outsized returns’.
12/03/2020
Italian billionaire Del Vecchio further increases stake in Mediobanca to 11%
Del Vecchio has bought a total of 7.4 million Mediobanca shares
12/03/2020
The fox and the hedgehog: preparing in a world of high risk and high uncertainty Speech given by Charlotte Gerken
These and other responses serve to address one of more fronts of risk and uncertainty – whether from regulatory, legal or operational sources.
12/03/2020
UBP raises CHF 120m for private debt fund
The fund will have further closures in 2021, targeted at institutional investors.
12/03/2020
HNW individuals and families look to support the economy through their business interests
The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.
12/03/2020
FCA review of advice market highlights need for sector's evolution
“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been
12/02/2020
HSBC reaps environmental benefits of pandemic switch to remote advice
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
Quilter expands digital signature capability with addition of five provider
The additional providers have been added based on the most popular requests from financial advisers.
12/02/2020
Philanthropy: give better, not just more by St. James’s Place
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.