12/08/2020
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Asset Strategy Consultants Expands Wealth Management Capabilities
Tony King joins as Director of Private Wealth from Belay Group
12/08/2020
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
If you have cash sitting in a current account then your bank will want you to move into shares
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/07/2020
Covid is still wreaking havoc on the US economy, as illustrated by high-frequency indicators such as airline travel, car fuel demand and electricity production all down materially on last year.
12/07/2020
Swiss Private Bank Teams up with Swiss Online Marketplace
As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.
12/07/2020
The regional breakdown of returns in world equity markets reveals a pattern of previous laggards catching up.
12/07/2020
The platform was launched in October and it now has around 12 members.
12/06/2020
Outgoing chairman says a combination not ‘unreasonable’
12/06/2020
The demands of high-wealth women around the world are changing with the times. A group of female bankers at Citi Private Bank explained how they are meeting their needs.
12/06/2020
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been
12/04/2020
We’re positive on riskier credit markets with overweight allocations to euro high yield and emerging market sovereign hard currency bonds.
12/04/2020
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
Taking the right steps now can shield your loved ones from tax and help ensure your money goes where you want it to go after you die