11/18/2019
Kingswood Group aims for global expansion
“We want to grow UK assets to GBP10 billion with the same in the US and GBP2.5 billion in Asia.”
Wealth and Asset Management
11/18/2019
Tilney wins again at the FT awards
Tilney was also named Best Wealth Manager for Tax Services.
11/18/2019
The wealth management industry needs to innovate
Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.
11/17/2019
The Final Battle by Tim Price
A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.
11/17/2019
Leaked document reveals the UK’s priciest wealth managers
It is notoriously difficult to compare these, as each firm will levy different fees. Several do not publish their costs online.
11/17/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
11/15/2019
Norway fund shuns G4S over human rights violation risks
Many of G4S's employees in in Qatar and the United Arab Emirates are migrant workers who paid recruitment fees to join the company
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.
11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million
11/14/2019
Woodford analysis suggests investors may lose a third of their money
The move to wind down the fund in October following a four-and-a-half month suspension sent shockwaves through the City and marked a stunning reversal of fortune for Woodford, one of the UK’s most high profile investors.
11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
11/14/2019
Upwards bullying: reversing the norm
The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.
11/13/2019
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
11/13/2019
EFG reports on business performance and announces GBC appointment
The tension remains high as to whether the Swiss private bank EFG International can take the helm.
11/13/2019
Family offices: much more than private investment businesses – Roelof Botha
Roelof’s team in London works with a wide range of clients, mostly international families
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
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.”