10/08/2020
A day in the life of: Canaccord's Ian Berry
We follow in the footsteps of Ian Berry, small-cap equity analyst at Canaccord Genuity. Find out the best and worst bits of his job as well as what box set he likes to binge on.
Wealth and Asset Management
10/08/2020
BCV to run six funds for ESG foundation
The partnership will include Ethos exercising voting rights as a shareholder.
10/08/2020
Platform signatures still a sticking point for advisers
“The main improvements needed would be around the acceptance of electronic signatures, but I have seen improvements in this since Covid hit the UK with some platforms now accepting them.”
10/07/2020
Brewin Dolphin targets IFAs with quintet of fund-of-funds
Launch comes a week after Brewin cut VAT across active and passive MPS
10/07/2020
Worldwide Partner of the 2023 Rugby World Cup
It was both a natural fit and our responsibility to partner for the seventh time with the next Rugby World Cup in France in 2023.”
10/07/2020
M&G’s wealth management business “credit positive”, says Moody’s
Moody’s added that growth in the retail market has created “attractive” opportunities for asset managers because margins on retail and wealth management products are comparativelyhigh, despite some competitive pressure.
10/07/2020
Barclays to enter new European private banking markets in 2021
The idea is to have a capital-light approach and work in very close collaboration with the investment bank locally, targeting family offices, ultra high net worth individuals, and some qausi-corporate or institutional clients.
10/07/2020
Liontrust sees ESG assets triple in three years
Liontrust has honed in on sustainability over the past few years.
10/07/2020
Demystifying the magic of central banks
Since independence, the Bank has had its own distinct identity and clearly designated powers.
10/07/2020
Lombard Odier Investment Managers appointed by Brunel Pension Partnership
All Roads multi-asset range selected for its strong risk management.
10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
10/07/2020
Newcastle wealth management partners with capital company to boost growth plans
“We are all genuinely excited about this partnership, the opportunities it will generate for us and the impressive credentials and skills the team at Wealth Provision will bring to our proposition and product offering.”
10/07/2020
Billionaire wealth reaches new high during COVID-19 pandemic - UBS
Between April 7 and July 31 this year, billionaires across every industry covered by the study saw their wealth rise by double digits
10/06/2020
Cutting Through the Noise
After a stellar year or so, gold saw some profit booking last month.
10/06/2020
Quilter's OMW platform delays second migration to November 26
2,000 advice firms to shift platform
10/06/2020
Intesa’s Swiss PB and Reyl will merge
The partnership will enable Fideuram - ISP PB to strengthen its international private banking activities
10/05/2020
Planning on buying a property during coronavirus?
If you’re considering trading up to a place with more space, here’s what you should know about the current residential property climate
10/05/2020
NEC acquires Switzerland’s Avaloq for $2.2bn
Each being a market leader in their own field, the combination of their shared vision, technological strengths, and global presence, will accelerate Avaloq’s long-term growth, global expansion and value creation strategy.
10/05/2020
Coutts Further Drivers Down Costs for Clients with new Platform Tariff
The new tariff will be one of the lowest for an investment platform in the UK marketplace.
10/05/2020
What’s the number one priority of the Great Wealth Transfer for millennials?
Other main priorities included purchasing property, increasing investments to make a sustainable impact and committing to good causes.