10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
Wealth and Asset Management
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.
10/08/2019
Sanctuary Wealth Board Members Named Among America’s Top Wealth Advisors by Forbes
Brian and Chris are exemplary ambassadors of Sanctuary Wealth and our unique Partnered Independence model
10/08/2019
Wealth firm Saranac racks up £45m loss since 2016 launch
The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.
10/07/2019
Online wealth manager Nutmeg reveals widening losses
Group attracts strong financial backing despite never having made a profit
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/07/2019
Channel Islands' Investec Bank launches Isle of Man office
Investec has been nurturing its relationship with the Isle of Man over a number of years
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.
10/07/2019
The Fiducia Group launches new Corporate Finance division
Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
Mr Stockton said Ascot Lloyd would look to capitalise on this "excellent environment and market opportunity".
10/06/2019
Future of Wealth Management
A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.
10/06/2019
Wealth Transfer for the next generation in Monaco
It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.
10/04/2019
Banker defections pose challenge for Credit Suisse's Thiam
Credit Suisse declined to comment on the staff departures and any measures it was deploying to retain top talent.
10/04/2019
Attitudes to wealth conference highlight video
As wealth inequality continues to intensify, positive and well-informed engagement by the most wealthy in society could make a vital difference to our shared future.
10/04/2019
Growth of family offices in Singapore
Singapore has long been one of the favoured private banking and wealth management centres for Asian families
10/04/2019
Swiss banks benefit as rich Britons line up escape route from Brexit chaos
This trend had clearly intensified in recent weeks, a source at a large Swiss bank said.
10/04/2019
Profile: ‘Private banking’s image is set by large, inflexible institutions’
As a business, Arbuthnot Latham is diverse and collaborative, using technology to help sometimes ‘wilful’ clients envisage their financial future
10/04/2019
Breakingviews - Swiss bank spy fiasco puts UBS succession in frame
Combined with the fact that he turns 60 next May, Zurich’s clubby financial community has been rife with speculation that he might relinquish power in 2020.
10/04/2019
Assessing low-cost options in the multi-asset market
'Passive suits some markets'