05/13/2020
“UBP trusts in private markets, less correlated with traditional assets”
Our Advisory mandates make up a constantly growing share of our business.
Wealth and Asset Management
05/13/2020
Brewin Dolphin profit falls as market sell-off eats into assets
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
Rothschild & Co Q1 Revenue Down
Very strong start to 2020 impacted by COVID-19 in March
05/13/2020
Predator's paradise: how Covid-19 could fuel wealth M&A
With smaller wealth management firms feeling the squeeze caused by the Covid-19 outbreak, a number of mergers and acquisitions are expected in the aftermath of the crisis.
05/13/2020
Hargreaves Lansdown overhauls Wealth 50 list
As Hargreaves Lansdown is the largest do-it-yourself investment platform in the UK with more than 1.1m customers, inclusion on its Wealth 50 list offers asset managers significant distribution potential for their funds.
05/12/2020
David Esfandi: ‘We learnt lessons from our Hargreave Hale acquisition’
Canaccord Genuity Wealth Management CEO on why being comfortable is not good for business
05/12/2020
Olympians help Canaccord Genuity Wealth Management workforce keep moving and motivated through COVID-19
Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.
05/12/2020
Boutique reports record year ahead of 'inevitable' recession
Hawksmoor Investment Management received good inflows from both direct clients and intermediaries
05/12/2020
Zurich bids farewell to former CEO Fritz Gerber
He significantly contributed to Zurich's strategic positioning and commercial success."
05/11/2020
WH Ireland Global Market Insights
There have even been modest advances in treatment.
05/08/2020
Schroders cuts fees and scrutinises multi-manager range in first value assessment
Discounts on supersized funds among fee changes that will save investors £8m
05/07/2020
Recession or Depression - Where are we Heading?
Some commentators say the global economy is heading for a long and drawn out depression but are they right?
05/07/2020
Van Lanschot Kempen trading update: first quarter of 2020
Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.
05/07/2020
Credit Suisse Group 1Q20 Financial Report
As of the end of 1Q20, our CET1 ratio was 12.1%.
05/07/2020
Hansard Global trading update
New business for Q3 2020 was £38.4m in PVNBP
05/07/2020
Exploring AI in Wealth Management
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/07/2020
Demand for financial advice surges 24% as priorities shift in new era
deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.
05/07/2020
Asset Management Europe: Monthly Letter – May 2020
On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.
05/07/2020
Wealth management group reports better start to second quarter trading
There was £35.9bn in the investment management business (December 31, 2019: £43bn), and £6.8bn in the unit trusts business (December 31, 2019: £7.4bn).
05/06/2020
Credit Suisse Staff Told to Expect Return to Work in Four Phases
Banks across the world are telling employees to expect further weeks and months away from their desks.