11/09/2022
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
Wealth and Asset Management
11/09/2022
Evelyn Partners and Anthony Joshua’s 258 MGT launch new financial advice programme for boxing professionals
Evelyn Partners has a strong record of offering market-leading financial advice and planning to sportspeople.
11/09/2022
Why Advisors Fail To Connect With Key Groups Of Clients
When it comes to serving the needs of high-net-worth individual (HNWI) investors, new client segments are emerging, but many wealth management firms are not connecting with the next wave of clients.
11/09/2022
Geneva private markets specialist obtains collective asset manager licence
The collective licence is required to manage the assets of occupational pension schemes, with a few exceptions.
11/09/2022
Close Brothers opens Birmingham branch
The launch into Birmingham follows a series of key hires across the Midlands.
11/09/2022
GenTwo partners with Apex Group’s EDB for global banking and paying agency solutions
GenTwo’s partnership with Apex Group’s EDB’s services, expand GenTwo’s offering with the provision of XS ISINs, marking another unique offering from GenTwo’s securitization platform business and an important step on the way t
11/08/2022
Why one large wealth manager is returning to bonds after years away
The recent forced selling came from nowhere, but the market has had some reassurance from central banks
11/08/2022
Charles Stanley unveils international trading tool
‘Access to global investment opportunities is an important component of any diversified portfolio’
11/08/2022
Hana Bank Picked as Best Private Bank in Korea
Hana Bank expressed gratitude to customers, saying that its asset management services would be further expanded to better cover their every age period.
11/08/2022
UBS Expands Into ‘Brazilian Texas’ to Reach Newly Minted Millionaires
Another will open this month in Recife
11/08/2022
LGT Wealth Management strengthens international services for Financial Advisers as demand rises
Olivia joins from Quilter Cheviot where she spent five years as an Investment Manager within the Managed Portfolio Services Investment team.
11/08/2022
Wealth boom sparks private banking rush to UAE
A high oil price has boosted domestic business and family office riches, while turbulence in other wealth hubs is attracting talent and investors to the region at a rapid rate.
11/08/2022
Philanthropy is facing a ‘triple squeeze’ and digital assets can help - Citi
Looking into 2023, Citi’s report gives insight into how philanthropy should be adapted for charities to continue supporting their beneficiaries.
11/08/2022
A successful Q3 2022 for Valiant
The bank’s expansion continued apace, with a new branch office opened in Winterthur in Q3 2022 and more new branches to come.
11/08/2022
Sionic’s Sharde McCorkle Scoops AST “Rising Star” Award
We’re celebrating a prestigious win by one of our most talented banking and markets experts
11/08/2022
Coutts Outperforms Worldwide Peers In Un Responsible Investing Assessment
Coutts identified as a leading steward of responsible investing globally.
11/07/2022
TCFD: Helping the Wealth Industry Make its Mark on Climate Change
This historic comparison data will add further to the complexity of the 100 plus data points in the Investment Association TCFD report template.
11/07/2022
HSBC Nears Halfway Point for China Wealth Hiring Target
In addition to headcount, HSBC has been also expanding its physical presence within the mainland.
11/07/2022
UBS Follows Wealthy Clients to ESG-Hostile Territory
This comes after the bank backtracked on its US digitization push after the planned takeover of robo-advisor Wealthfront came to nothing earlier this year.
11/07/2022
Sanctuary Wealth Adds 18Forty8 Private Wealth to Constantly Growing Platform
$400 Million Wisconsin team helps NFL players and coaches score financially