11/27/2019
Upside for Credit Suisse as Europe reaches turning point
The Swiss global bank is well positioned to ride any recovery, as highlighted by reassuring third-quarter results in October.
Wealth and Asset Management
11/27/2019
Fairstone buys West Lancashire adviser
Instead, Fairstone takes a stake in an advice firm before integrating it and then purchasing it.
11/27/2019
Brewin funds hit £45bn despite drop in discretionary flows
Results for year to 30 September
11/27/2019
Bringing Wealth Startups
Startup hubs and incubators have proliferated, and with it have come firms developing new, potentially life-changing ideas.
11/27/2019
HSBC Private Banking Sees Double-Digit Asset, Revenue Growth on Asia Boost
With higher economic growth, rapidly rising wages and a thriving entrepreneurial ecosystem producing rich clients at a pace faster than the West, Asia has emerged as the main battleground for global wealth managers.
11/26/2019
Euromoney to buy Wealth-X
The acquisition is expected to enhance group revenue growth and be earnings accretive for Euromoney in its current financial year and deliver a ROI above its WACC in the first full financial year.
11/26/2019
Joined-up thinking: Meet the team leading HSBC’s HNW offering
HSBC Private Banking’s collaborative culture creates ‘a virtuous loop’.
11/26/2019
Bringing The Next Generation Into The Family Business
The majority of next gens aspire to be future leaders or wealth holders by 2025,
11/25/2019
Does your office roof garden look like this?
A London chef has turned the narrow spaces above the Queen’s private bank into his own private Eden.
11/24/2019
Prometeia: Risk Specialist Enters Swiss Market
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/22/2019
Coutts Q4 Outlook
We debunk some of the most popular myths around managing wealth that we hear from clients. And we look at some key considerations around passing the wealth torch on from one generation to the next.
11/22/2019
Brooks Macdonald to acquire asset manager
The deal is in line with Brook Macdonald’s strategy to explore inorganic growth opportunities, alongside a continued focus on organic growth.
11/21/2019
Retirement dilemma: How much money do you really need?
Many of those under 55 in Britain don’t really know the answer to this age-old question, writes Penny Lovell Now don’t worry, this is not a column about dating advice. This is about another tricky question that we Brits seem singularly unwill
11/21/2019
Investec eyes £17.5 million wealth and banking cost cuts
Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.
11/21/2019
‘Family is still at the heart of our brand’ - how family office Hottinger has evolved
Mark Robertson, CEO of Hottinger Group, talks about how the structure and function of the family office has evolved in recent years.
11/21/2019
Consolidator to seek £2bn in assets next year
A national consolidator is set to enter the advice market next year with £2bn of client assets expected to be secured in the first quarter.
11/21/2019
New GPP Cheltenham office
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
Veteran investors launch private investment office
The new firm has already secured over $600m in assets under management from its founders
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.