06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
Picken believes there are three main factors you must consider when investing offshore
06/09/2021
RBC Wealth Management Grows Asia Team
They will provide advice and wealth management solutions to clients in the region
06/09/2021
Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.
06/08/2021
Standard Chartered Private Bank Loses Managing Director
Previously, she was a Singapore-based team leader at Credit Suisse where she worked for more than eight years.
06/08/2021
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
06/08/2021
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.
06/08/2021
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
'The biggest wildcard is inflation' - Swiss Wealth Manager
Christian Gattiker, head of Research at Swiss Wealth Manager Julius Baer, assesses the market outlook for the remainder of 2021, highlighting investment trends that will come to the fore
06/08/2021
BMO GAM was honoured in the Market Education category for the development and launch of the MyESGTM analytics tool.
06/08/2021
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/08/2021
The spring 2020 incident prompted changes in risk-monitoring which still haven’t been fully implemented at the Swiss bank, the outlet reported.
06/07/2021
SIX was again recognized by the distinguished Global Custodian Leaders in Custody Awards and besides the two main awards has won as well an “Outstanding Performer” award for the Western Europe region.
06/07/2021
Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.
06/07/2021
Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses.
06/07/2021
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
06/07/2021
The new fund will be managed by Edward Lees and Ulrik Fugmann and will invest in companies focused on aquatic, terrestrial and urban ecosystem restoration.
06/07/2021
Citigroup is focused on simplifying its business lines.