02/26/2021
Quilter to broaden platform’s appeal as last migration looms
“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”
Wealth and Asset Management
02/26/2021
Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard
Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.
02/26/2021
Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors
A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.
02/26/2021
Partners Wealth Management launches PWM Green Matrix
This service is exclusively available to all PWM clients.
02/25/2021
Gold across the board for Ogier at the Citywealth IFC Awards
This is the fifth consecutive year that Ogier has been recognised at the awards
02/25/2021
HSBC to hire 5,000 wealth planners as it increases investment, emphasis on Asia’s rich
Bank targeting additional 600 wealth planners in mainland China this year
02/25/2021
Standard Chartered PLC – full-year and fourth quarter 2020 results
Overall income in 2021 is expected to be similar to that achieved in 2020
02/25/2021
Wealth management solution provider goes public via SPAC
Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.
02/25/2021
Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets
We do not know what 2021 will bring but I assure our clients that we will be there for them
02/25/2021
St. James's Place annual results announcement 2020
The Board has also proposed a final and full year dividend for 2020 of 38.49 pence per share, in line with our existing guidance which is to pay out around 80% of the underlying cash result.
02/25/2021
Lombard Odier's consolidated net profit rises 19%
2020 was an unprecedented year for global economies and markets.
02/25/2021
EU financial services firms still keen to maintain UK market access
Though - given the length of the list - it likely represents a good number of firms already operating in the UK and looking to take advantage of transitional arrangements to continue their business operations here, it is welcome.
02/25/2021
St James’s Place net inflows slow amid ‘challenging’ environment
But the company's funds under management still grew to £129bn, while its adviser numbers grew by 1.6 per cent to 4,338.
02/25/2021
Zurich PB sets up team for expansion into Germany
The focus of its expansion is on Hamburg, the Rhineland, the Rhine-Main-Neckar region and the metropolitan areas around Stuttgart and Munich.
02/25/2021
Standard Chartered – full of promise, but not yet delivering
Combine steady income growth with Standard Chartered’s 10% return on equity target and a commitment to return surplus capital to shareholders and the result would be an attractive and growing dividend.
02/25/2021
Credit Suisse Hopes to Bring Some Workers Back as Fatigue Mounts
The world’s largest banks sent workers home in droves early last year to stem the spread of the deadly coronavirus pandemic.
02/25/2021
New Asian century: post-pandemic opportunity
Why emerging Asian assets will grab a greater share of global investors' portfolios.
02/25/2021
Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets
In more ways than one, it has forced us all to confront the fragility and realities of life.
02/25/2021
Three questions business acquirers are asking
In extraordinary times, buyers want to know how your business has traded through the pandemic and more about its future prospects.
02/25/2021
Succession planning trends for LatAm (U)HNW individuals and families
Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.