11/13/2019
Top JPM strategist calls out ‘Armageddonist’ fund managers
In a note to clients yesterday, Michael Cembalest highlighted how investors would have lost out had they listened to warnings from a number of prominent financiers
Wealth and Asset Management
11/12/2019
World’s Rich Readying for Major Stock Sell-Off, UBS Wealth Says
"They see global interconnectivity and reverberations of change impacting their portfolios more than traditional business fundamentals, a marked change from the past.”
11/12/2019
Mediobanca bets on wealth management, consumer finance in new plan
Wealth management will deliver top-line growth of 8%
11/12/2019
Is this year's gold boom headed for an equally rapid bust?
Over the past year gold has surged, but is the bull market for the precious metal sustainable?
11/11/2019
Tatton Asset Management hits £7 billion
The firm raised its interim dividend by 14.3% to 3.2p on the back this showing.
11/11/2019
AFH Financial Annual Results Jump As Takeovers, Organic Growth Deliver
During the year, AFH completed eight acquisitions with a total consideration of up to GBP30 million.
11/10/2019
Bankers in $220 Billion Scandal Offered Gold to Hide Client Cash
Danske Bank, which is being investigated across Europe and in the U.S. after failing to screen about $220 billion that gushed through its non-resident unit in Estonia from 2007 to 2015
11/08/2019
Why Luxury Property is Safe Haven for Ultra Wealthy Family Office Investors
Returns for international residential property averaged 6.7%.
11/08/2019
These 4 European countries still have a wealth tax. Here's how it's working out for them.
The wealth tax has become the subject of fierce debate as progressive 2020 Democratic candidates champion it as a mechanism to redistribute wealth and curb the economic power of the wealthiest Americans.
11/08/2019
German Commerzbank reports higher profit in Q3
Consequently, the bank reduced its cost base to 5.1 billion euros in the first nine months of 2019.
11/07/2019
Top 100 financial advisers revealed
It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.
11/07/2019
Coutts London Prime Propert Index | Q3 2019
A weak summer has seen prime property prices back where they started at the beginning of the year.
11/06/2019
Dolfin launches Private Investment Club
We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.
11/06/2019
Brooks Macdonald lowers ongoing charges for Platform Managed Portfolio Services
By targeting a lower OCF for our Platform Managed Portfolio Service, we are providing an offering to advisers to deliver for their clients in a way that aims to ensure the total cost to the end client remains competitive.”
11/06/2019
Vontobel says advised client assets rise to record
In total, the net inflow of new money generated by Vontobel for the last nine months was over its 4-6% target range," it said in a statement, adding that overall results for first nine months of 2019 exceeded those of the prior-year period.
11/05/2019
Edmond de Rothschild chief warns private banks face crisis
Vincent Taupin puts blame on negative interest rates for problems facing industry
11/05/2019
JH&P enjoys record year for awards
It was named ‘Wealth Manager of the Year’ at the Portfolio Adviser Wealth ManagerAwards
11/05/2019
Footballer launches Edinburgh wealth firm with SJP
Former Hearts and Partick Thistle defender Conrad Balatoni has launched his own business as a representative of St James’s Place
11/04/2019
Corsair-backed Zedra Group buys LJ Fiduciary
The deal adds nearly 50 new staff to ZEDRA’s existing headcount of over 500 industry experts across 13 countries, spanning Asia, Oceania, the Americas and Europe.
11/04/2019
Wealth consolidator makes eighth acquisition of the year
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.