10/04/2022
Strategic asset allocation is key
This is because strategic asset allocation – the broad mix of fixed income, equities and alternative assets – remains the guidepost for multi-generational investing.
Wealth and Asset Management
10/04/2022
Kreston Reeves Financial Planning rebrands to Craven Street Wealth
Kreston Reeves Financial Planning was bought by corporate finance company Craven Street Wealth in March 2021.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Black History Month and the value of Black wealth
The challenges Black and ethnic minority individuals face in today’s society, are different to the historical challenges in which they are rooted.
10/03/2022
The importance of wealth guidance in Black Communities
Wealth is a complicated, multi-faceted concept which can be as elusive as the pot of gold at the end of the rainbow.
10/03/2022
Credit Suisse reassures investors over bank’s financial strength
Executives contacted clients after credit default swaps suggested growing worries over group’s health
10/03/2022
Bancassurance offers directly in e-banking: Zurich and UBS are strengthening their cooperation
SMEs in Switzerland can now obtain insurance solutions from Zurich directly and easily in e-banking from UBS. With this offer, UBS and Zurich are further expanding their cooperation in the area of ​​bancassurance.
10/03/2022
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.
09/30/2022
Standard Chartered Singapore launches first-of-its-kind affluent deposit account
Exclusive to its Priority Banking2 segment, clients can earn up to 3.50% p.a. interest on the first SGD500,0000 of deposit balance with no lock-in period and no spend criteria.
09/30/2022
Capital Raise Looks More Likely at Credit Suisse
The 4 billion Swiss franc capital raise could be the result of a strategic overhaul that plans high restructuring charges and exit costs of non-core positions.
09/30/2022
Suntera Global Director Shortlisted for IOD Jersey Awards
The Jersey Director of the Year Awards are designed to recognise directors who are helping to lead their teams through the current difficult economic climate, and to also celebrate equality, diversity and inclusion, sustainability, and young directors.
09/30/2022
Arbuthnot enters MPS battleground
The private bank is offering its MPS to UK advisers on the Quilter, Fidelity, Aviva and Transact platforms.
09/30/2022
Sustainable agricultural business wins FBN Next Generation Lombard Odier Award 2022
The prize was won by Fardan Fahad Alfardan for “Safwa”, his sustainable agricultural business which uses technology to grow produce whilst limiting the impact on the Earth.
09/30/2022
BoE Money & Credit data: Mortgage lending soars despite market chaos
One thing’s for sure, the end of 2022 will be very different to the start of the year with first-time buyers potentially frozen out
09/30/2022
Brooks Macdonald buys Manchester-based IFA
Adroit will continue to work closely with Slater and Gordon to ensure clients have the support they require, the firm said.
09/30/2022
Swiss bank UBP’s Nordic acquisitions boost European hub in Luxembourg
In recent years, Union Bancaire Privée has embarked on a wave of external growth in the Scandinavian markets.
09/30/2022
Ex-Credit Suisse Chairman Urs Rohner: Guilt Without Atonement
Rohner spent five years on Credit Suisse's Group Executive Board and twelve years on the board of Switzerland's second-largest bank, during which time it slid deeper and deeper into crisis.
09/29/2022
100 Years Robert Holzach: The Last Gentleman Banker
His name is hardly familiar in the Swiss financial sector, even though this banker left a great legacy.
09/29/2022
The Great Reckoning
The Bank of England’s policy-making committee, already grappling with the task of controlling massively high inflation, is now staring at a profligate government policy.
09/29/2022
BPF Schilders selects Van Lanschot Kempen for fiduciary management
Van Lanschot Kempen’s services will comprise a full fiduciary management mandate.