05/13/2022
Rothschild & Co - Solid revenue performance despite less favourable market conditions
Solid revenue performance despite less favourable market conditions
Wealth and Asset Management
05/13/2022
Ethical investment - latest for charities on striking the right balance
How should charity trustees approach the thorny issue of avoiding investments that conflict with their charity’s purposes whilst at the same time trying to maximise financial returns? This was the dilemma at the heart of a recent High Court ruling
05/13/2022
Vontobel app to offer PB services starting at CHF 25,000
As part of it, clients can get personal investment advisory.
05/13/2022
Over 600 people access Quilter Financial Adviser School’s free training module
The nation is grappling with high levels of inflation, which is causing a significant squeeze on their finances.
05/12/2022
Endowus Adds Ex-Morgan Stanley Private Banking Duo
Endowus hires Sean Wong as head of investments and Min Axthelm as director of research, according to a statement.
05/12/2022
10 reasons to put cash to work
There is no shortage of uncertainty, from politics and geopolitics to concerns about the business cycle.
05/12/2022
Emigrant stakes $7bn Australian wealth firm
The company employs 28 advisors and has 39 partners, who retain an 80% stake in the company.
05/12/2022
Mattioli wealth arm acquires £80m Financial Planner
At 31 October 2021, Ferguson's gross assets were £0.19 million and net assets were £0.19 million.
05/12/2022
BLKB’s new firm receives Finma banking licence
It is focusing on customers with liquid assets of at least CHF 100,000.
05/12/2022
Acquisitive wealth management group swoops for Lincolnshire financial advisors
The £421,000 acquisition is expected to be completed following regulatory approval.
05/12/2022
Tilney S&W reports drops in AUM
The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.
05/12/2022
What charity trustees need to know about ethical investments
The case was brought by the charity trustees of the Ashden Trust and the Mark Leonard Trust, both part of the Sainsbury Family Charitable Trusts network.
05/12/2022
A return to fixed income
Should rising bond yields prompt a re-examination of fixed income assets and their role in portfolios?
05/12/2022
Mediobanca says no wealth management deal in sight as profit beats consensus
He also proposed a merger to Banca Mediolanum (BMED.MI), but neither move led to a deal.
05/12/2022
Benchmark targets significant acquisitions throughout 2022
Furthermore, Stephen Robarts has also joined from KPMG, assuming the position of Head of Acquisition Finance, who will work alongside Ian.
05/11/2022
J.P. Morgan named ‘Best Private Bank’ in world
Indeed, J.P. Morgan dominated the 2022 Euromoney awards—receiving more than any other firm.
05/11/2022
World Shaping Wealth
The impact of affluence on the next economy
05/11/2022
Brewin Dolphin -Interim Management Report
The acquisition is conditional on shareholder and regulatory approvals and is expected to complete by the end of calendar Q3 2022.
05/11/2022
Credit Suisse further enhances its offering for charitable foundations
Charitable foundations domiciled in Switzerland to benefit from new dedicated solution for investment of foundation assets
05/11/2022
Van Lanschot Kempen: enhancing capital strategy and first-quarter 2022 trading update
The first quarter of this year was marked by high levels of uncertainty and volatility in the financial markets, caused by the terrible war in Ukraine and the ongoing pandemic.