02/04/2020
Mattioli Woods Reports Another Year of Strong Growth
The Mattioli Woods Structured Products Fund was launched in November 2016, with £98m of new monies invested during the year and the value of the fund now exceeds £100m.
Wealth and Asset Management
02/04/2020
The New Year Brings New Trends For Wealth Managers
Wealth management firms are customizing their portfolio creation to fit the particular clients and, in particular, are focusing these services on the next generation of investors and on high-net-worth investors.
02/04/2020
Coronavirus May Accelerate Chinese Family Office Pivot from Growth to Preservation
China’s determined pursuit of growth when investing was reflected in their average overall portfolio return of 11%, mainly due to direct private equity (19%), private equity funds (15%) and direct real estate (14%) investments.
02/04/2020
UBS Financial Advisor Named to Both State and National Forbes Lists of Top Wealth Advisors
Recognition as a leader in financial services
02/04/2020
Swiss private banking giant shutters Nassau office
The statement continued: “All the necessary steps for this process are being taken in close alignment with the relevant authorities.
02/04/2020
Cantonal bank profit increases despite ‘pressure on margins’
The bank’s board of directors will propose a nominal value repayment of CHF 12.50 per share by reducing the nominal value from CHF 31 to CHF 18.50.
02/03/2020
Exclusive: Multi-boutique platform to acquire Syz AM Luxembourg
The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.
02/03/2020
St James’s Place to overhaul pay and perks
Wealth manager plans to axe benefits such as cruises after criticism over incentives
02/03/2020
The Quilter Cheviot Global Income & Growth Fund for Charities launches
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Julius Baer plans cost cuts after net profits drop 37%
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
Credit Suisse freezes investment bank bonus pool
Unit suffers declines in advisory and capital markets business
02/03/2020
HFMC Wealth adds £130m assets with adviser buyout
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
Advisers clash over fees as competitor enters
Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.
02/03/2020
Banque Bonhôte expands into Solothurn
The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.
02/03/2020
The 20 best paid back room jobs in wealth and fund management
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.
01/31/2020
Citi Announces Citi Wealth Builder Digital Investment Platform
Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.
01/31/2020
Coronavirus: A Timely Drill for Wealth Managers
In early January, we collected and corroborated enough anecdotes to form the view that the Wuhan Pneumonia could become a replay of the SARS scare in 2003.
01/31/2020
World Gold Council Eyes Wealth Management in Singapore
Asia is leading the way in terms of market development, product availability and so on, that’s why we’re expanding here.
01/31/2020
Julius Baer - Guide to an industry at a crossroads
The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.
01/31/2020
Deutsche Bank reports continued progress on strategic transformation
As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.