12/02/2019
JPMorgan Cazenove slams tycoon family takeover of trust
Analysts at JPMorgan Cazenove have strongly criticised last week's move, led by the Rayne family of shareholders, to take control of the LMS investment trust from Gresham House
Wealth and Asset Management
12/02/2019
SJP academy sees 63 adviser graduates
By the end of this year, SJP stated there would be a total of 495 people enrolled in the academy, with more set to join in 2020.
12/02/2019
Major challenges in Monaco: Banks
The government only requests your chosen bank to provide a letter stating you have sufficient means in which to live in Monaco.
12/01/2019
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
Our new research underlines the extent to which performance is no longer just about short-term financial returns in isolation from other factors.
11/29/2019
UBS Joins Credit Suisse in New Focus on Lowest Ranks of Wealthy
While the upper ranks of the rich often require bespoke services -- for instance because they own companies or work with their own family offices -- the less wealthy typically demand less complex products.
11/29/2019
Deutsche Bank's big growth area is underperforming rivals'
Wealth management promises a steadier flow of revenues than the trading-focused investment bank and provides a steady source of funding.
11/29/2019
Wealth of UK grows at slowest pace since 2012
An official assessment of the UK’s balance sheet – summing up the value of land and housing alongside financial assets such as loans, shares and pensions
11/29/2019
Revealed: Winners of the Women in Investment Awards 2019
Celebrating the achievements of women in in the industry
11/29/2019
Investec gears up UK wealth planning push to power profits
In a circular to shareholders ahead of its demerger, Investec highlighted the UK financial planning market as an area that can power future profits.
11/29/2019
Adapting to a new normal in European asset management
Any discussion of the state of the industry must begin with an acknowledgement of the macroeconomic environment
11/29/2019
UBS mulls new service model for less-affluent customers
The move highlights that wealth managers are providing increasing importance on the less affluent customers.
11/29/2019
How private banks break their backs for billionaires
Private banks bend over backwards to service their billionaire clients, but are they a profitable segment?
11/28/2019
EFG to sell its Palazzo Botta office building in Lugano to the Canton of Ticino
EFG will remain at the Palazzo Botta building for a further three years.
11/28/2019
Rathbones to buy personal injury business from Barclays Wealth
Growing specialist proposition
11/28/2019
Premier profits dip 16% in ‘difficult’ 12 months ahead of merger
Premier Asset Management recorded net outflows of £233 million over a ‘difficult’ 12 months which also profit fall by 16% ahead of its merger with Miton Asset Management.
11/28/2019
What can millennials teach us about personal finance?
The millennial generation is coming of age
11/28/2019
Unfolding The Key To Success
With Unfolding the Key to Success, we aim to shine a light on the myriad factors influencing entrepreneurs at different stages of their journeys.
11/28/2019
Rathbones Review Winter 2019
Having explored the secrets of the nervous system, we also examine the puzzles of the immune system.
11/27/2019
Asset and Wealth Management Embraces Fintech Says Deltec Bank
It began with the rise of the bot advisor.
11/27/2019
Richest of Rich Are No Longer Holy Grail for Credit Suisse
A spokeswoman for the bank, who originally declined to comment, said that Credit Suisse focuses primarily on client needs rather than the size of assets when determining which unit they are served by.