09/24/2020
Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.
09/24/2020
If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.
09/24/2020
AMC of 0.2% makes model portfolio range one of the most competitive on the market
09/24/2020
Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.
09/24/2020
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.
09/23/2020
A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.
09/23/2020
Utmost Wealth Solutions announces launch of new Apex (Portugal) product
The product launch is an exciting development for our Group, key advisers and clients.
09/22/2020
It is the company’s first office in Sussex
09/22/2020
Close Brothers 2020 profit falls on virus hit
Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us
09/22/2020
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.
09/22/2020
The frustration that these women are feeling is entirely understandable when they have already experienced many financial penalties throughout their lives which will have impacted their ability to save for a decent pension.
09/22/2020
WealthSelect takes profits following market highs and adds to UK and Europe
Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.
09/22/2020
Julius Baer pulls AT1 as markets deteriorate
Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.
09/22/2020
UK firm's new arm to offer high net worth Indians value-add investments
Investors from the Indian sub-continent are very familiar with investing in UK real estate, in particular the residential buy-to-let asset class and second homes.
09/21/2020
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
09/21/2020
2020 has seen numerous global events impact investor portfolios
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan