07/15/2020
Guernsey Private Wealth Report 2020/21
At present, the demand to establish multi-family offices is increasing, higher than that for single family offices. Furthermore, the regulatory environment is increasing for all family offices.
Wealth and Asset Management
07/15/2020
Schroders Personal Wealth launches multi-asset fund range
The funds are the first to be launched by the Schroders and Lloyds wealth partnership under its new ACD.
07/14/2020
Schroders new fund range delivers a blend of active and passive investments
The portfolios are under constant and continued review by the investment committee and are formally rebalanced and reviewed on a quarterly basis.
07/14/2020
Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards
This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a
07/14/2020
Arbuthnot profits plummet on £2.7m interest rate hit
Since that time the Bank has responded positively to remote working and has continued to support all of its clients’ needs.
07/14/2020
Stunning Irish island sells for over €5.5 million to super rich European
The 157-acre island is home to three sandy beaches populated by seals, farming pastures and extensive natural wildlife and has seven luxury properties across the island.
07/14/2020
Standard Chartered PB survey finds 'increased HNW investor interest' in sustainable investing
Investors from different regions, have differing views on which of the SDGs are of higher importance
07/14/2020
The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week
The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.
07/14/2020
Is the S&P500 Index Useful Anymore? - MAN Institute
This outperformance makes sense.
07/14/2020
Ex-BRI Wealth Management director sets up IFA firm
She was previously a private client manager at Killik & Co
07/13/2020
Woodford stages comeback with biotech role at wealth manager Juno
Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".
07/13/2020
Nucleus Wealth says 'remain cautious'
We still remain cautious, and although that has meant missing out on some of the subsequent market upswing
07/13/2020
Close Brothers Asset Management’s Mayfair office passes £1 billion
Mayfair’s £1bn milestone comes despite challenging market conditions brought about by Covid-19.
07/13/2020
Coutts Extends Services To Customers Through Post Office
Coutts’ customers are able to make deposits or pay in cheques at any of the Post Office’s 11,500 branches
07/13/2020
Pictet raises CHF 1.1bn for private equity fund of funds
Pictet created the Monte Rosa franchise in 2008 to offer private equity investments to a wide range of clients.
07/13/2020
Pictet partner declares bank’s support for Collardi
Collardi is the managing partner who is responsible for Asia, which is a key growth market for Pictet.
07/13/2020
Close Brothers Asset Management’s Mayfair office passes GBP1bn in AUM
We’re a growing business and one of our core beliefs is that clients deserve choice and convenience.
07/13/2020
4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution
Firms are now turning their attention to how they can retain some of the benefits of remote working, while also addressing the challenge of developing new client relationships.
07/10/2020
Pictet Alternative Advisors closes Monte Rosa V on USD1.164bn
Close to 20 per cent of the fund will be deployed in co-investments and secondary transactions. At the time of closing, the programme was 50 per cent committed already.
07/10/2020
Wealth firm director champions women with new planning firm
Bri Wealth Management financial planning director Hannah Edwards has set up Worcester-based Eva Capital Management.