04/09/2021
The changing face of advice: how financial advisors are evolving
The average age of financial advisors has been rising as fewer graduates opt to go down that route
Wealth and Asset Management
04/08/2021
Allfunds to list on Euronext Amsterdam
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/08/2021
Credit Suisse Bankers Grill CEO Thomas Gottstein
In response, Gottstein allegedly deferred to incoming chairman Antonio Horta-Osorio, highlighting his arrival later this month as an opportunity to reassess the bank’s strategy.
04/08/2021
Ludlow Trust launches with acquisition of NatWest Group and Coutts trust business
Ludlow Trust has been granted “trusted partner” status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/08/2021
The re-integration of wealth
Providing a vertically integrated, end-to-end service offering is often seen as a way to help firms expand their proposition and gain a greater share of clients.
04/08/2021
IQ-EQ enters the U.S. Private Wealth market with the acquisition
This acquisition confirms IQ-EQ’s commitment to the U.S. market and takes the Group one-step closer to achieving its strategic objective of becoming the leading independent investor services provider globally.
04/08/2021
Three UBS Private Wealth Advisors named to the Barron's Top 1,200 Financial Advisors list
This award further honors their outstanding achievements, commitment and dedication to clients
04/08/2021
Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’
It believes that the offer is ‘significantly below the value of the company’s assets’
04/08/2021
Ludlow Trust Company launches with two acquisitions
The new trust specialist has been granted ‘trusted partner’ status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/07/2021
Morgan Stanley Dodged Potential $10 Billion Loss
Hedge funds were the main buyers from the sale.
04/07/2021
More Investment Bank Scrutiny Under New Credit Suisse Chairman
This follows a 4.4 billion Swiss franc ($4.7 billion) loss linked to the collapse of Bill Hwang’s family office Archegos and potential losses tied to Lex Greensill’s supply chain finance firm.
04/07/2021
Van Lanschot Kempen and Mercier Vanderlinden join forces in the Belgian wealth management market
Mercier Vanderlinden and Van Lanschot Kempen in Belgium will continue to operate independently, each under their own brand, and will collaborate in a number of areas.
04/07/2021
Carey awarded UK Corporate Services Team of the Year
Its awards programme aims to identify and reward excellence in the hope to inspire others to further improve their own performance.
04/07/2021
Schroders launches £4bn UK Investment Solutions business
In response to demands from financial advisers and these trends, Schroder Investment Solutions will deliver competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles.
04/07/2021
You need to be Elon cool and Buffett savvy to grow your wealth: deVere CEO
“Moving forward, they are likely to be as influential as major hedge funds in moving markets.”
04/07/2021
Convertible trendwatch: the recovery candidates
This paper forms part of a series exploring thematic shifts in convertible bonds driven by the pandemic, the recovery and longer-term structural trends.
04/07/2021
WeekWatch by St. James’s Place
Two thirds of investors want greater transparency in where their pension is invested and the environmental impact it is having, according to new research from Aviva.
04/06/2021
Gulf states should not ignore value of talented, wealth-creating expats - PwC
PwC says increasing taxes could weigh on businesses and impede efforts to attract foreign investment
04/06/2021
Unified managed accounts can propel wealth manager success
One challenge is addressing client investments that are more complex.
04/06/2021
Labuan IBFC: The Fastest Growing Captive Insurance Centre in Asia and MENA
The report also indicated that although global captive numbers fell slightly in 2020, there was a surge in captive cell formations, which provides an efficient and convenient alternative to single parent captive structures.