05/03/2022
Suntera Global completes Nedgroup Trust acquisition
Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.
Wealth and Asset Management
05/03/2022
MPC expected to increase Bank Rate to 1.0% in May
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
05/03/2022
Canton rejects proposal to abolish GLKB's state guarantee
As a result, the current Cantonal Bank Act remains in force. The canton retains its majority stake and the state guarantee continues to apply. The bank also retains its legal form as a special-law stock corporation.
05/03/2022
Is the way we buy cars about to change forever? - UBS
Online car distribution will unlock material value. We identify 10 potential beneficiaries, based on our global auto profit pool model and UBS Evidence Lab data.
05/03/2022
Stonehage Fleming announces new appointments in Jersey
Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice
05/03/2022
Liontrust Asset Management PLC Extends Relationship with SS&C
Recently acquired Majedie Asset Management to leverage Eze Investment Suite
05/03/2022
Balancing a Personal Philantrophic Strategy With a Love of the Arts
In all cases, the donor must work through a dedicated public or private non-profit organisation.
05/03/2022
Voices Growing your wealth management division
Many firms will be getting back to their strategic plans and vision now that tax season is over.
05/02/2022
How to start a career in wealth management, according to experts
Beyond these core services asset managers will specialise in everything from yachts and jets to watches and fashion.
05/02/2022
6 axes to meet customers' needs in the private banking industry
This massive transformation of our environment has had an impact on customers' requirements.
05/02/2022
Odds shift for global banks' Asia wealth bets in China's slower-growth reality
Bankers stressed, however, that while the mood has changed in Asia at least for the next few quarters, the global wealth managers still saw Asia as their best growth opportunity.
05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
Peak hawkishness for rates, but can the consumer handle it?
With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.
04/30/2022
Wealth Management 2030: Visualizing Scenarios for the Next Decade
They want their investments to reflect their values and achieve goals besides “only” earning a return.
04/30/2022
Odds shift for global banks' Asia wealth bets in China's slower-growth reality
The banker and his peers declined to be named as they were not authorised by their organisations to speak to the media.
04/30/2022
7IM updates platform to streamline portfolio management
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
04/29/2022
Entrepreneurs choose property over pension for wealth generation
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.
04/29/2022
Next in asset and wealth management
This has exacerbated other challenges facing the industry, including intense fee pressure, rising costs and changing investor preferences.
04/29/2022
How to manage sudden wealth, and avoid the pitfalls that may come with it
Wealth management can support individuals in three ways.