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Wealth and Asset Management

04/19/2021

Credit Suisse ignored ‘red flags’ on Greensill, says lawsuit

Mr Marshall said the fundamentals of GFG’s Whyalla steelmaking operations were “right”, arguing the iron ore price was “through the roof” and that the production rates of the South Australian plant were “almost best eve

04/19/2021

EFG to sell minority stake in Spanish private bank

EFG and A&G will continue to cooperate in various areas, including the distribution of New Capital funds in Spain, specialised corporate finance advice and other activities.

04/19/2021

Mattioli Woods buys wealth and Asset Management business

There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.

04/19/2021

Unexplained Wealth Orders (UWOs) – under-used and under-valued?

A UWO requires an individual to explain how they acquired a particular asset.

04/19/2021

Barclays Wealth's Aylward on why he won’t buy investment trusts

And as we manage a lot of capital, we have to feel confident we can move client money into and out of investments as people move money in and out, and new clients come on board.

04/16/2021

Guide to Talking Wealth with your Family by Coutts

Five steps to having conversations with your loved ones that’ll give your money meaning.

04/16/2021

Citigroup to hire up to 500 people for Hong Kong wealth management as it trims consumer banking in 13 Europe, Asia markets

“Citi has a long history in Hong Kong and we are confident in our future here with a strategy to support and grow with our clients.”

04/16/2021

Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains

Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.

04/16/2021

Consolidator Cinerius: Four to eight takeovers per year

Over 70 Swiss asset managers have joined the Aquila platform and have remained independent.

04/16/2021

CPR AM Expands its Climate Offering with Two New Open-Ended Funds

These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors.

04/16/2021

Setting up a business in the UK from abroad

No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this.

04/16/2021

Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion

We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors.

04/16/2021

Schroders takes leading role at inaugural Sustainable Investment Festival

Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

04/15/2021

Quilter calls on the Prime Minister to tackle investment scams

This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm.

04/15/2021

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

04/15/2021

Qatar Financial Centre Authority signs MoU with Labuan IBFC Inc enhancing

Asia and MENA financial sector ties

04/15/2021

Brooks Macdonald reports Positive net flows in UK Investment Management

Positive net flows in UK Investment Management underline continued strategic momentum

04/15/2021

Charles Stanley says 'worst is behind us' as assets up 2% in Q4

Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.

04/15/2021

Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients

The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.

04/15/2021

How to thrive and drive future growth

Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success

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