09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
Wealth and Asset Management
09/17/2020
St. James's Place launches three retirement-focused funds
As a response, it is launching three new funds on 21 September, named Prudence InRetirement, Balance InRetirement and Growth InRetirement, to reflect their distinctive investment objectives.
09/17/2020
Credit Suisse AM partners with Qatar Investment Authority
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
Wealth managers go global and thematic as UK equity flounders
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/16/2020
Private bank looks to grow UK football manager client base
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Rothschild & Co Half year 2020 results
Robust results in the face of very challenging market conditions
09/16/2020
Handelsbanken cuts jobs as almost half its branches to close
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
SJP joins forces with State Street for retirement range
The three-strong fund range was launched based on growing client demand for retirement products
09/16/2020
Geneva WM CIO reveals his top emerging market picks
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/15/2020
Wealth firms battle to get technology right
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
WeekWatch by St. James’s Place
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
Zurich WM to offer pension solutions
The 1e plans will be offered in collaboration with Neutrass, an insurance broker.
09/15/2020
Lombard International Assurance partners with Accenture
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Shake-up at Luxembourg’s Qatar-owned Quintet bank
Private lender has implemented wide-ranging corporate restructuring
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
Coutts cuts advice charges as Queen's bank opts for fixed fees
The new pricing structure means that Coutts will be one of the best value propositions on the HNW market, with the wealth manager and private bank’s own analysis positioning it as the lowest charge other than robo-only advisors.
09/14/2020
StanChart to merge wealth, retail businesses
The bank expects that the changes will help grow its affluent and retail businesses.
09/14/2020
Guernsey is top-tier for private wealth
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.
09/13/2020
SJP joins Invesco in the dog house with £6.9bn of underperforming funds
Bestinvest names and shames a record 150 funds in its latest Spot the Dog report