12/15/2020
MONEY, MONEY, EVERYWHERE by Quilter Cheviot
The pound weakened against the US dollar and the Euro. Gold ended slightly higher as did the price of a barrel of oil.
Wealth and Asset Management
12/15/2020
Wealth Enhancement acquires $320 Million Hybrid RIA Financial Wealth Manager
The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.
12/15/2020
SEI unveils enhanced user interface for the Archway Platform
Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter
12/15/2020
Asset Servicing: The Need to Modernize
The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.
12/14/2020
London banks braced for no-deal Brexit as jobs and billions in assets to leave UK
One bank moved around 200 billion euros (£184 billion) of assets from London to Frankfurt.
12/14/2020
Asset and wealth management revolution: The power to shape the future
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.
12/14/2020
Schroders joins Net Zero Asset Manager initiative, committing to support the goal of net zero GHG emissions
Climate change is one of the most pressing long-term issues that we face, and one that I expect to come further into focus as we look to the future.
12/14/2020
Navigating 2021: 21 Charts for the Year Ahead
The convenience—and for some, the opportunity—of the distributed economy is extraordinary.
12/12/2020
Exclusive: SJP overhauls managers on £1.7bn global equity fund
Four new managers will be added to the fund from 14 December.
12/11/2020
Lessons about wealth management from a 2,000-year-old philosophy
Literally, “premeditating evils” is the practice of considering what can go wrong in the future.
12/11/2020
Asian equity monthly by Nikko AM
Thailand, Singapore and South Korea best performers in November
12/11/2020
Quilter interim results
Adjusted profit before tax for the Group of £71 million
12/11/2020
The Wealth Management Landscape At A Glance: What Financial Advisors Need To Know
Plenty of advisors share with us that it’s hard to visualize where their firm fits within the context of the waterfall of possibilities—that is, understanding how their firm compares to others, especially when they’re witnessing so much
12/11/2020
Gender Diversity Awards: fund group winners revealed
Following Citywire's first Gender Diversity Awards ceremony that took place on 9 December, we are happy to announce the winners.
12/11/2020
WealthSelect continues to reduce underweight allocations to UK and Europe as markets hit new highs
Markets continue to reach all-time highs following strong performance in the wake of multiple successful Covid-19 vaccine
12/11/2020
Activist shareholder 'pleased' as SJP reviews operating model
One of the concerns PrimeStone expressed in October centered around SJP's "overly generous" compensation package which was "well above" its peers.
12/11/2020
Collectibles offer a store of value for future generations
Art: a passion that also offers wealth preservation- Tiffany de Waynecourt-Steele
12/11/2020
M&G’s new wealth boss on how he'll rival Quilter & SJP
M&G Wealth is a new arm of the giant asset manager made up of Ascentric (the platform recently acquired from Royal London), Prudential Financial Planning and the M&G Direct funds business.
12/11/2020
Liontrust targets cheaper fees as four funds put on watch
Liontrust also raised wider concerns about eight of the funds in its range.
12/10/2020
Wealth tax plan provides cover to increase existing taxes
“A one-off levy on private wealth could be tempting for policymakers because a 1% tax on assets could provide a one-stop-shop to repair public finances, by raising £260bn with a single measure.