10/13/2020
The private banker’s metamorphosis
Long gone are the days when a banker travelled around the world prospecting with a portfolio of several hundred clients without thinking about borders.
Wealth and Asset Management
10/13/2020
Diary of a Fund Manager
Equities had another good week, all else was unchanged and the dollar was down.
10/13/2020
Stormy sea
Many people go to the sea to clear their heads.
10/13/2020
WeekWatch by St. James’s Place
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
10/13/2020
Private wealth and the Isle of Man
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/13/2020
JPMorgan Chase posts surprise jump in profit on lower credit costs
Those improvements and a 9% gain in investment banking fees led to the most profitable quarter of 2020.
10/13/2020
The Shifting Priorities of Entrepreneurs in the Time of Covid-19 by Coutts
The vast majority of entrepreneurs surveyed (85%) put access to cash at the top of their list, with 81% of respondents also ranking cheaper borrowing costs as a top tool.
10/13/2020
Third Quarter 2020 Results and Key Metrics
Revenues decreased 7% from the prior-year period
10/13/2020
JPMorgan beats profit estimates as trading booms
The bank's trading revenue jumped 30% to $6.6 billion.
10/13/2020
Sandaire losses jumped 88% ahead of Schroders deal
Sandaire has announced a third year of consecutive losses of £3.4m, as the multi-family office prepares to be acquired by Schroders.
10/13/2020
Pictet launches tech private equity fund
The fund is the first thematic fund from Pictet Alternative Advisors, a wholly owned alternative investment business of Pictet Group, and will be distributed internationally by Pictet Asset Management.
10/12/2020
The race to be the next Hargreaves Lansdown
Fund groups are targeting the wealth market to revive falling revenues — but face an uphill struggle
10/12/2020
Leonteq expands into Italy
More than 1,000 Leonteq certificates are listed on EuroTLX and SeDeX. EFG International launched products on EuroTLX via Leonteq’s platform earlier this year.
10/12/2020
The UAE retains its allure for the ultra-wealthy
The country’s appeal holds strong due to its safe haven status and enviable lifestyle
10/12/2020
TLT Advises partners wealth management on aquisiton by 7IM
TLT has advised the owners of financial planning firm Partners Wealth Management (PWM) on its acquisition by Seven Investment Management (7IM). The acquisition will provide a boost for both firms’ respective strategic growth plans.
10/12/2020
Northern Trust Combines Swiss Understanding With a Global Platform
Very much aligned with Swiss corporate values, our vision is to be our clients’ most trusted financial partner and this is what our focus is on.
10/12/2020
Wealth Management Companies You Can Trust, According To Their Clients
The six trust traits are the quality of products and services, commitment to protecting privacy and security, ethical practices and values, fair pricing and fees, customer service, and customer treatment.
10/12/2020
BMO GAM to bolster Brewin Dolphin engagement efforts
Partners with 'REO' service
10/12/2020
The Big Interview: PIMCO’s Blute reveals reasons for calling time on ETF partnership with Invesco
Ended ETF partnership with Invesco in April
10/11/2020
Bank of Ireland eyes rich pickings in wealth management acquisitions
While Bank of Ireland is understood to be actively scouting for potential acquisition targets, a bid for Goodbody Stockbrokers is not under consideration.