09/27/2016
St James's Place: "The need to prepare for unsteady futures"
Donald Trump’s unpredictability means investors should prepare for macroeconomic shock.
Wealth and Asset Management
09/27/2016
Credit Suisse CEO sees no letup to challenges
The same trend of depressed client activity in the second quarter "has continued" into the current period, Mr. Thiam said. Credit Suisse is expected to report third-quarter results on Nov. 3.
09/26/2016
Adapt or die-out in a new world of private banking
The winning formula for private banks as it was in the past decade won’t work going forward
09/26/2016
Wealth managers' business optimism nosedives post-Brexit
The survey revealed that companies are aiming to slowdown recruitment, due to ongoing pressure on margins.
09/23/2016
Private wealth management no longer the preserve of the rich
Retirement planning and the low-interest-rate environment are driving demand for impartial investment advice
09/23/2016
Intertrust completes acquisition of Elian
The combination also enhances the career opportunities available to the combined company`s employees.
09/22/2016
Lord North Street team join forces to launch family office
He performed the functions of an analyst and assistant fund manager at Dalton Strategic Partnership.
09/22/2016
Lombard Odier sponsors Art for Youth London
This highly popular annual art exhibition provided the chance to buy art work by contemporary artists in support of the national youth charity UK Youth.
09/21/2016
Brooks Macdonald casts Brexit worries aside as it posts 12% rise in FUM
FUM as at June 30 stood at £8.3bn compared to £7.41bn as at the same time in 2015
09/21/2016
Saffery Champness : Forthcoming non-dom tax changes and other topical tax issues
The government’s latest proposals for taxing non-doms, and planning for the changes in the run-up to April 2017
09/21/2016
Tony Blair announces he is closing down his business empire
Dealings of former Prime Minister have been source of controversy since he left office
09/20/2016
Robo-Manager - Diary of a Fund Manager
Financial markets had an indifferent week that turned uncomfortable on Friday. Equities and bonds ended down, with gold and oil marginally ahead.
09/20/2016
Coutts reduces mortgage pricing
Clients of Coutts are now able to benefit from lower rates across residential and buy to let mortgages.
09/20/2016
Schroders throws weight behind SVG management
Other major shareholders have indicated they will vote in favour of HarbourVest’s takeover.
09/20/2016
Old Mutual may shelve plans to list wealth management unit
Old Mutual boss Bruce Hemphill’s plans then current plans were to pursue a wider break-up, including demerging its wealth, asset management and emerging-markets units as well as South African-based lender Nedbank Group.
09/19/2016
Fund houses move to fight gender pay gap
250 or more employees will have to publish information on their gender pay gap
09/19/2016
A peach of a week... by Penny Lovell
“If you have good thoughts they will shine out of your face like sunbeams and you will always look lovely.” Roald Dahl
09/19/2016
Cost of storing cash hits wealth managers
Record-low UK interest rates intensify pressure on profits
09/19/2016
Kuwaiti investors pounce on venerable City broker
Kuwait's KEH Group will announce the purchase of nearly 30% of WH Ireland
09/19/2016
Wren Investment Office seeks out London’s super-rich families
Launch is attempt to tap into London’s status as a centre for global wealth