02/24/2021
Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”
Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.
Wealth and Asset Management
02/24/2021
EFG International reports full-year 2020 results
It demonstrated its operational and financial resilience against the backdrop of the pandemic.
02/24/2021
How Covid-19 is reshaping priorities and behaviour among Asia's ultra-wealthy
They place high value on digitalisation, financial guidance, and sustainability.
02/24/2021
Global UHNWI population to grow by 27% over the next five years: Knight Frank
The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).
02/24/2021
UK's Lloyds targets wealth push and office cuts after profit drop
The squeeze led net income to fall nearly 3 billion pounds over the year to 14.4 billion.
02/24/2021
Schroders Personal Wealth pushes ‘top three financial planning business’ goal back two years
This is despite the fact that the results indicate digital migration work to the new venture has now completed.
02/24/2021
Asset servicers survey
Navigating through the storm
02/24/2021
Royal Bank of Canada Reports First Quarter 2021 Results
Record earnings in Capital Markets as well as positive earnings growth in Personal & Commercial Banking, Wealth Management and Insurance were partly offset by lower results in Investor & Treasury Services.
02/23/2021
David meets Goliath at the 2021 Asset Management Awards
The winners of the 2021 Asset Management Awards will be announced at a virtual event on 20 th May.
02/23/2021
Amati AIM VCT plc Top-Up Offer sells out in just 90 minutes!
Underlining the continuing popularity of VCTs and investor confidence in Amati’s proven experience in managing such investments, the Company raised a further £19m.
02/23/2021
HSBC Holdings plc Annual Results 2020
The growth plans we are announcing today aim to establish HSBC as a dynamic, efficient and agile global bank with a digital-first mindset, capable of providing a world-leading service to our customers and strong returns for our investors.
02/23/2021
AFH shareholder reportedly rejects £224.5m M&A bid
‘We just don’t think they should be looking to sell’
02/23/2021
UBS wins ‘Best Private Banking Services’ award
The annual survey is among the most prestigious in the industry.
02/23/2021
Meditation for investment professionals by Holger Mertens, Nikko AM
Most investors agree that markets are not fully efficient and that behavioural finance can explain a part of the markets’ inefficiency.
02/23/2021
Weekwatch by St. James's Place
Over £280 billion is sitting in Cash ISAs4, and much of that money will have been there for more than five years.
02/23/2021
UBP Monaco looks at the future through the lens of art
Financial institutions are an integral part of the world they are based in, and dependent on the people who created them and whom they serve.
02/23/2021
The evolution of Merseyside’s only stately home
Knowsley Hall through the ages
02/23/2021
How Much Money Is Needed To Hire The Best Wealth Management?
The first thing to realize is that it is impossible to manage wealth effectively without a management system.
02/23/2021
Growth assets still favoured by Nikko AM
Recent volatility does seem like a one-off—call it a crowdsourced retail rebellion that managed to squeeze hedge funds in a small collection of heavily shorted stocks that sparked forced deleveraging.
02/23/2021
Coutts CIO on building a £30bn wealth management business
Coutts is owned by NatWest Group, and has 12.5m clients across the whole of NatWest Group.