10/28/2022
How to protect assets in an evolving threat landscape
For those with a wider variety of assets to protect, there are also now more ways to lose them than ever before.
Comment & Analysis
10/28/2022
SBEA demands Credit Suisse old guard return bonuses
The Swiss Bank Employees’ Association said employees in Switzerland will lose their jobs because of mistakes made by management.
10/28/2022
European banks are doing better than expected
If you exclude quarters with special effects such as division sales, that was a record, writes the bank.
10/27/2022
Harwood Capital investment trust ups stake in Frenkel Topping to 30%
The North Atlantic Smaller Companies Investment Trust has increased its stake in Manchester-based advice firm Frenkel Topping from 24.3% to 29.8%.
10/26/2022
Mirae Asset Could Support Elon Musk’s Twitter Buyout
The deal with Mirae is expected to be finalized in the coming days, in time to meet the Friday deadline to close the $44 billion takeover, as directed by a Delaware judge earlier this month.
10/26/2022
How one international advisor found her home in the wealth space
Investment counsellor explains how growing up in two countries has shaped her career
10/26/2022
Sustainable investing and generating returns go hand-in-hand
The second – investment returns – must anticipate the effect of systems changes on financial markets, and position portfolios to capture the upside as the economy transforms.
10/26/2022
Nearly $70 trillion in family wealth is set to change hands. How to create a drama-free estate plan.
The silent generation and baby boomers, upon their death, will transfer an estimated $30 to $68 trillion to adult children.
10/26/2022
Jupiter’s Bezalel: markets face ‘crunch time’ from crises
Investors should watch out for less prominent threats to market stability, including hidden debt bubbles, argue Jupiter Strategic Bond managers Ariel Bezalel and Harry Richards.
10/26/2022
How large businesses can beat startups at their own game
The world’s largest businesses can beat startups at their own game. In fact, they’ve got a mighty head start, says CEO and author Linda Yates, whose new book argues that it’s time they unleash the unicorn within.
10/26/2022
Young Americans Seen Failing To Match Baby Boomers' Wealth Gains
In the working paper’s most recent data, the wealth gap between adults over 60 and those under 40 has more than doubled since the 1960s and 1970s.
10/25/2022
Envestnet Data & Analytics Unveils New Vision at Money 20/20
Envestnet announces Platforms, Innovations and Partnerships to Serve the Technology, Banking and Wealth Industries through Data and Intelligence
10/25/2022
UK’s economy still faces financial austerity under a new government
The country’s economic challenges have intensified in the wake of Liz Truss’ administration, but not changed.
10/25/2022
Three challenges new PM Sunak faces to steady UK ship
Conservative MPs have installed Rishi Sunak as the new UK prime minister. Now he must reassure investors, reunite his party and regain voters’ trust.
10/25/2022
Controversial Hobby Lobby CEO says he’s giving away company ownership because ‘wealth can be a curse’
The billionaire has not provided more detail about how the trust structure will work, or whether the shift in ownership will coincide with any new personal philanthropic efforts.
10/25/2022
Royal Bank of Canada plans push into UK commercial banking segment
RBC is claimed to be the largest bank in Canada in terms of market value.
10/25/2022
Credit Suisse banking on restructure revamp
The Zurich-based bank is a force on the international stage, especially since it took over the US investment bank First Boston in 1990.
10/25/2022
'A watershed moment': Advisers react to Sunak as PM
He previously went up against Truss for PM in September, but lost.
10/25/2022
Evelyn Partners Active MPS team re-balance models as range marks 10th anniversary
Over 10 years, all six models in the Active MPS range have outperformed their benchmarks
10/25/2022
HSBC Holdings plc 3Q 2022 Earnings Release
We are focused on executing our plans and delivering our returns target of at least 12% from 2023 onwards and, as a result, higher distributions to our shareholders.