07/07/2020
Ex-Brewin and SJP wealth manager launches IFA referral service
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’
Wealth and Asset Management
07/07/2020
Wealth management firms among those that have taken PPP loans during coronavirus pandemic
The loan program was created under the $2 trillion-plus CARES Act passed by Congress in March.
07/07/2020
The COVID Sales Conundrum: your pipeline will determine how quickly you bounce back
The current economic crisis, driven by COVID, is highlighting just how important a powerful distribution engine is.
07/07/2020
Japan’s Richest Person Sees Wealth Soar To $29 Billion As Shoppers Flock Back To Uniqlo
But with lockdowns easing, shoppers are returning, more so in Asia.
07/07/2020
UBS launches shareholder activism tool – UBS GUARD
Public companies are then able to take critical preventative action and arm themselves against future attacks, even before a move on the company is made.
07/07/2020
How HSBC’s team of advisers is preparing UHNWs for the future
As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.
07/07/2020
Why the Channel Islands for Private Investment Funds?
Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.
07/07/2020
A four-letter word by Tim Price
“Risk is what’s left over after you think you’ve thought of everything.” Carl Richards.
07/07/2020
FNZ and State Street Collaborate On New Wealth Management Servicing Venture
State Street will serve as sub custodian to the custody assets belonging to Wealth Manager Services clients.
07/07/2020
Wealth management firm launches legal practice
Chief Operating Officer, Stuart Payne, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do.
07/06/2020
Equiom expands its European footprint with Netherlands acquisition
This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.
07/06/2020
Fidelity macroeconomic update: Global growth forecasts revised
The markets are taking a more optimistic view for now
07/06/2020
Quilter network gains DA interest amid crisis
At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.
07/06/2020
Vontobel AM teams up with NY firm to launch fund
New York Firm Launch fund
07/06/2020
Cyclical stocks: Down but not out
The list of such corporate casualties of coronavirus is long and growing.
07/06/2020
Oddo BHF planning merger with Lausanne private bank
The idea of merging Landolt & Cie and Oddo BHF makes sense because it combines two family businesses that can look back on centuries of history and that share close values and convictions.
07/06/2020
Candriam acquires Rothschild's alternative multi-asset business
This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."
07/06/2020
Curiosity, Collaboration and Covid - Not an Exact Science
Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients
07/05/2020
Why the crisis is an opportunity for innovative private banks
Mashreq’s investment in digital is paying dividends today, says Vipul Kapur
07/05/2020
Covid-19 accelerates digital transformation at private banks
The pandemic has sparked dramatic changes in the wealth management industry