09/05/2023
ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
Wealth and Asset Management
09/05/2023
Mattioli Woods: a leading wealth management and employee benefit specialist
This strategic move by Mattioli Woods opens up a vast horizon for shared visions and holds immense potential for future growth.
09/05/2023
“Engagement is fatuous” – Quilter Cheviot challenges investment trust sector with long-term engagement programme
During this first phase of the long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of 41 equity investment trusts.
09/05/2023
TISE announces record turnover for H1 2023
Record turnover of £5.2 million despite the continued macro-economic headwinds
09/05/2023
The New UBS Embraces Shareholder Value
By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.
09/05/2023
Swiss banks are likely to increase business success in 2023
Due to the better environment, the Swiss Banking Outlook predicts an increase in the business success of local banks for 2023.
09/05/2023
BRI Wealth Management expands with purchase of advice firm
The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.
09/05/2023
Former City Asset Management investment director starts wealth boutique
Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.
09/05/2023
Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.
09/05/2023
Intergenerational transfers of wealth: what and when to gift?
For this reason, appropriate planning using wills is always encouraged.
09/04/2023
St James’s Place business model under scrutiny after fee cut
As some clients complain about opaque charges, investors worry recent reduction could be just the start
09/04/2023
Why wealthy customers are the 'most worrisome' for banks right now
Investors continue to flock to money market funds in search of higher yields, posing an ongoing challenge to banks trying to keep deep-pocketed account holders.
09/04/2023
Is this the private equity cycle for Brazilian private banking?
Private bankers are eyeing PE and venture capital investments as digital platforms emerge in Brazil, but personal advisory remains critical.
09/04/2023
UBS Advisor Jeremy Keller named to Forbes America’s Top Next-Gen Wealth Advisor list
Jeremy Keller ranked #35 nationally and #1 in Nevada for 2023
09/04/2023
LGT completes acquisition of discretionary fund management business of abrdn in the United Kingdom
The transaction has also expanded LGT Wealth Management’s footprint in the UK with the addition of offices in Birmingham and Leeds.
09/04/2023
The Credit Suisse hunters smelled blood
This is a signal for all those who still have an outstanding account with the bank they took over.
09/04/2023
Where Swiss companies find alternatives to UBS
With the now foreseeable demise of Credit Suisse (CS), an important player in the Swiss banking market will disappear, particularly in the case of syndicated loans.
09/04/2023
Ex-Brooks Macdonald investment director launches DFM
Daniel Minett has teamed up with P1 Investment Services to launch Five Horizons Wealth Management.
09/04/2023
Celebrate seasonal changes with THANK YOU FROM COUTTS
There’s also the chance to make positive changes in the lives of vulnerable people through the Prince’s Trust.
09/04/2023
Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund
The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives.