04/01/2019
Brexit blamed as Canaccord Genuity axes jobs in London
Canaccord said in a statement that its wealth management arm will be unaffected, which means it is the brokers and traders at the capital markets arm who are in the firing line.
Wealth and Asset Management
03/31/2019
Are you ahead of the curve? by Lilian Chovin, Investment Strategist at Coutts
The big thing markets don’t like – perhaps even more than a recession – is a surprise. And this was no surprise. Markets knew it was coming and have been preparing for slower growth for some time.
03/31/2019
Laundromat Money Leads to Spanish Paradise
The large money transfers may have raised questions at Ukio Bankas, the Lithuanian bank where Delco, as well as other Laundromat companies, held their accounts.
03/29/2019
Raising the bar into a safe haven
In times of crisis investors turn to gold. but does it really have enduring value?
03/29/2019
How wealth managers can better serve female clients
This potentially represents a tremendous opportunity for wealth managers - if they can learn how to better service half of their existing and prospective clients.
03/29/2019
Private bank Arbuthnot Latham boosts profits and remains optimistic on Brexit
The private and commercial banking group said the vast majority of its income and expenditure was based in the UK and it could therefore be at risk if an economic shock arises from Brexit.
03/28/2019
Van Lanschot Kempen completes sale of stake in Van Lanschot Chabot | Mandema & Partners
The sale has only a limited positive impact on the CET 1 ratio.
03/27/2019
Bethmann Bank makes Frankfurt push
With the merger of Bethmann Bank and ABN Amro under one roof, the entire competencies of both banks come together in Marienforum.
03/27/2019
Multi-family office launches dedicated private equity business
This launch supports Sandaire’s long-term growth strategy by broadening its offering to clients, and closely follows the launch of Sandaire Corporate Finance earlier this month.
03/27/2019
Oak shortlisted for Citywealth Magic Circle Awards
Oak has been shortlisted for two awards at the 2019 Citywealth Magic Circle Awards.
03/27/2019
Cyprus Revitalized: How Asia’s HNWIs can Capitalize on the Island’s Reforms
He elaborated by noting that the applicant is eligible, as well as his or her spouse and dependents up to the age of 28
03/27/2019
CaixaBank launches Ocean third-party fund platform
The Ocean platform has been developed to afford the maximum level of transparency
03/27/2019
Charles Stanley partners with Premiership rugby club
Harlequins has announced Charles Stanley as its Official Wealth Management Partner.
03/26/2019
RSM sells controversial UK wealth manager out of administration
Robinson was allowed to continue working as a financial adviser by the Financial Conduct Authority (FCA), despite being ruled against in court and avoiding further legal action after liquidating his company.
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
Schroders-Lloyds wealth joint venture announces management team
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/25/2019
7IM overhauls pricing for HNW clients
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Leeds-based wealth manager acquires London IFA
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/24/2019
Why you need dreams to land that perfect job! by Penny Lovell
Meeting the students also took me back to my own early days at work.