07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.
07/02/2019
David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.
07/02/2019
Market-volatility will likely be lucrative for some, but for private investors looking for somewhere else to put their money besides the bank, private assets can be a key part of their portfolio's construction.
07/02/2019
The bank is focusing on more 'stable' revenue streams according to Reuters, with up to 20,000 jobs to be cut elsewhere.
07/01/2019
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
Italy’s mainstream residential property market has been caught in multi-year downdraft, having shed about 40 per cent in value from 2007 to 2013
07/01/2019
Are you sitting comfortably? Here’s our annual pick of the best books to read over the coming months.
07/01/2019
The multi-asset arm of Old Mutual Global Investors has already become Quilter Investors - with the rest bought out to become Merian Global Investors - while the platform will rebrand to Quilter Wealth Solutions next year.
07/01/2019
Spokesperson: Dan Smith, Investment Manager, Canaccord Genuity Wealth Management
07/01/2019
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
According to Quilter, the rebranding of Intrinsic replaces the Caerus network brand.
07/01/2019
The survey also found that businesses within the sector are now turning their focus to cutting costs and reducing fixed overheads.
07/01/2019
The division is primarily focused on the firm's sustainable real estate range
07/01/2019
Florence BrocklesbyFor the wealth management and private banking industries, the news on #MeToo is clear: it’s going to be increasingly front of mind and in the papers over coming months as cases rumble on, more historic issues emerge, and the FCA d
06/28/2019
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.
06/27/2019
The Fund aims at reaching an initial target of $250m.
06/27/2019
Overwhelmingly, those under 25 voted to remain within the open borders of the European Union. Nearly 5 million Britons now live overseas.
06/27/2019
This year saw a record breaking number of entries with over 300 submissions from across 12 countries and only those judged to be the most outstanding in each category have been shortlisted.