02/09/2021
Nucleus Financial agrees £144m takeover
The offer represents a premium of 41.89% on Nucleus’s share price on 1 December 2020, the last business day prior to the offer period starting.
Wealth and Asset Management
02/09/2021
Boutique wealth manager floats after takeover
The access segment of the AQSE growth market attracts companies in earlier stages of development, as opposed to the apex section designed for bigger and more established businesses.
02/09/2021
Patchy Economic Recovery - Not To Worry
The rest of the labour market report implied an upbeat message for growth
02/09/2021
Good governance and the role of women in family offices
Women are strongly represented at senior levels in our private wealth sector.
02/09/2021
Hurun: Hong Kong Wealth Dips
According to the report, 78 trillion yuan will be handed over the coming 30 years to the next generation which is set to lead consumption trends in about three to five years.
02/09/2021
Julius Baer: Bigger Bonuses, Fewer Bankers
The Swiss private bank is more richly rewarding its top private bankers with year-end bonuses – after reducing their ranks by more than six percent last year.
02/09/2021
Celebrate Good Times, Come On!
Vaccination programs bring hope for a strong rebound by summer
02/09/2021
Switzerland – desirable location for trading and corporate entities
Because rules and regulations in Switzerland can be very different than in other jurisdictions
02/09/2021
Best Practice Guide to Knowledge Management by CITCO
The impact of KM to an organisation is significant, with Fortune 500 companies losing roughly USD 31.5 billion a year by failing to share knowledge, according to Forbes.
02/09/2021
The bull in the year of the ox
So while history will by no means repeat itself, it may eerily rhyme in this year of the metal ox.
02/09/2021
What the Dickens? by David Miller
Markets continue to move in mysterious ways on a day to day basis
02/09/2021
Whitepaper - Private Equity Presenting Growth Opportunities for HNW Investors & Advisors
The report shares timely data which demonstrates the steady growth of the private equity market.
02/08/2021
Britain's biggest banks, including HSBC, preparing bonus pot
It will also maintain a £2,000 cap on cash handouts which has been in place since the financial crisis, they added.
02/08/2021
High-flying Bird pilots new path at Standard Life Aberdeen
Chief executive repositions underperforming Edinburgh-based asset manager to rekindle growth
02/08/2021
Talent fight erupts as Wells Fargo exits its foreign wealth business
Wells Fargo said it’s “focused on meeting our regulatory requirements, managing risk and simplifying operations across the company.”
02/08/2021
Hong Kong and Macau Watchdogs Ink GBA Agreement
The latter includes the People’s Bank of China, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, and the State Administration of Foreign Exchange.
02/08/2021
Ultra wealthy comfortable with risk, prefer discretionary mandates
A survey of more than 150 UHNWIs founds that investors are now taking on higher risk assets and other less liquid assets.
02/08/2021
Why You Should Avoid the Comfort of Investing With the Herd
People are looking for the simple narratives, the very big mega-cap businesses. And they’re not really paying attention to valuation.
02/08/2021
AM Best reaffirms Lombard International Group’s Financial Strength Rating of A
They also reflect Lombard International Group's balance sheet strength, which AM Best categorizes, again, as very strong, as well as its low risk profile and right level of enterprise risk management.
02/08/2021
Green agenda is far more than just climate
It offered brilliant insight from FC4S on the trends and developments within global finance centres on the sustainability agenda - well done to Managing Director Stephen Nolan and his team.