09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.
09/19/2016
Fiona Le Poidevin, CEO of the CISE, said: “I’m delighted that once again we have seen significant growth in new listings.
09/16/2016
The four bankers, as senior partners at Troika, would have collected significant payouts after state-controlled Sberbank bought out Russia’s oldest brokerage.
09/16/2016
September issue of our Charities Briefing newsletter
09/16/2016
Total bonus payouts in the year to the end of March rose 4.4% to £44.3bn
09/15/2016
Hargreaves Lansdown, not a typical IFA firm but a company model for IFA expansion
09/14/2016
Wealth manager to enter direct investing with new UK equity fund
The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.
09/14/2016
Given the uncertainty we are not interested in bottom-fishing the financial sectors.
09/14/2016
Wealth manager launches two ethical portfolios
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/14/2016
Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.
09/13/2016
CIMCO has funds worth about $22m under management.
09/12/2016
As more and more guests arrived, it became clear that Pennies is definitely gaining a new and powerful momentum. For any new potential converts to Pennies, this fintech charity has in recent years digitized the traditional charity box in order to fit in w
09/12/2016
Ability of fund houses to police pay in other sectors in doubt if pay in own industry is high
09/12/2016
Barings reborn in $275 billion merger
The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.
09/12/2016
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/09/2016
Wealth Managers have three options: they can create, buy or rent Fintech technology.
09/08/2016
We saw this big spike last year around costs and challenge the family office community around it.
09/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
09/08/2016
When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.