08/02/2018
Lloyds Banking Group profits jump despite £550m PPI hit
UK bank’s earnings buoyed by higher lending margins and cost-cutting
Wealth and Asset Management
08/02/2018
GAM freezes dealing in bond funds after manager suspension
GAM is committed to ensuring equal treatment of all investors and protection of their interests.
08/02/2018
Tangled web by Tim Price
Is it not more likely that discontent with the EU among member states is really about a disliking for imposed federalism, bureaucratic despotism and a disastrous failure by the EU Commission to handle unwanted and illegal immigration?
08/02/2018
Chinese consortium buys Irish wealth management and stockbroking firm
Chinese firm seals €150m Goodbody buyout
08/02/2018
European Wealth pockets £1.31mln as Astoria Investments increases stake to 18%
"Our additional investment today reflects our confidence in the future of the group," said a spokesperson for Astoria
08/02/2018
Credit Suisse picks Luxembourg, Madrid, Frankfurt as post-Brexit hubs
The move came “after a business reassessment in connection with our planning relating to the withdrawal of the UK from the EU”, it said.
08/02/2018
Barclays half-year profits fall 29% following settlement
Despite litigation costs, bank chiefs remain positive due to second-quarter turnaround
08/02/2018
Brewin opens in West End as it deepens ultra-rich connections
30th office nationwide
08/02/2018
Best Practices For Integrated Family Wealth Planning
Developing financial goals is often easier said than done, especially when considering longer-term goals such as wealth transfer, charitable giving and legacy objectives.
08/01/2018
Revealed: the Spear’s wealth management awards shortlists
This year’s shortlist closely tracks our research in our industry-leading indices across the categories of Property, Wealth Management, Tax and Trusts, Family and Reputation Management.
08/01/2018
Walker Crips profit drops 17.8%
The filing also revealed the Walker Crips' discretionary and advisory assets under management increased by 3.1% to a high of £3.3 billion.
08/01/2018
St. James's Place hikes dividend 20% after inflows boost profit
Consequently, we continue to see a growing demand for highly personalised and trusted face-to-face financial advice and service.
08/01/2018
AllianceBernstein Seeks to Attract the Wealthy to Alternative Investing
AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network.
08/01/2018
Credit Suisse applies for Saudi banking licence
“I have been to Riyadh, I met the head of SAMA [the Saudi Arabian Monetary Authority], I made the application myself,” Reuters quoted Thiam as saying in response to a query made during a news conference.
08/01/2018
Enhanced Customer Onboarding is a Wealth Management Priority
A key driver according to Capgemini’s Top 10 Trends in Wealth Management 2018 is that customer experience revolves around simplifying key touch points
08/01/2018
Quilter signs US fund giants for twin income portfolios
Both mandates will feed into Quilter's WealthSelect managed portfolio service.
07/31/2018
BlueOrchard reports solid financial and social performance
BlueOrchard delivered another strong performance in the first half of 2018.
07/31/2018
Standard Chartered profits jump despite rising digitising costs
Our improved performance was delivered against a backdrop of continued global economic growth, with strong trade flows and investments and US interest rates continuing to normalise.
07/31/2018
SJP drops Aberdeen Standard from £286m fund
St James’s Place has also unveiled a new Diversified Assets fund, with global investment firm KKR appointed as manager.
07/31/2018
GAM Holding H1 IFRS Net Profit Down 62 Pct
Group assets under management up 3% to CHF 163.8 billion from CHF 158.7 billion at 31 December 2017