04/21/2021
Coutts Joins Net Zero Managers Initiative
Find out why Coutts has joined Net Zero Asset Managers initiative
Wealth and Asset Management
04/21/2021
Liontrust takes first steps into closed-ended territory with sustainable trust launch
‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’
04/21/2021
UK wealth manager acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
04/21/2021
A Well-Conceived Share Plan Can Be Critical to Long-Term Success
JTC’s own journey as a business and the role shared ownership has played in that journey has made for a fascinating case study.
04/20/2021
BNP Paribas Wealth Management Asia has won five awards
Voted as the Best Hong Kong Domestic Private Bank, WBA acknowledged that the interplay between the needs of a local player and the capabilities of one of the leaders of the international stage was evident in BNP Paribas Wealth Management’s submissio
04/20/2021
WEEKWATCH by St. James's Place
While markets were more optimistic last week, the past few months have been characterised by plenty of uncertainty about the outlook of the world economy.
04/20/2021
Back on track?
In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.
04/20/2021
Jupiter records outflows of £776m as demand for European equities falls
Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.
04/20/2021
Further Hong Kong SAR incentives for the asset and wealth management industry
Lewis Lu and John Timpany of KPMG discuss further initiatives for the asset and wealth management industry in Hong Kong SAR.
04/19/2021
Being the best you can be – despite adversity
Jaime Bolívar, Managing Director at TechRules, says that keeping a focus on objectives has paid off
04/19/2021
Top 10 investment choices for Chinese HNWIs
Of those surveyed, 58 percent were married, with 35 percent unmarried.
04/19/2021
Citi: «We Are Seeing Once-in-a-Generation Wealth Creation»
The bank will look to hire in order to add in excess of $150 billion in assets under management (AUM) to its CGW unit in Asia, including $120 billion in the high net worth segment.
04/19/2021
Hywin Holdings Announces Two Wins
The award of “Best CEO in Greater China Wealth Management” honors a top executive that demonstrates outstanding leadership in the industry and champions impactful social causes.
04/19/2021
Standard Chartered to hire 400 staff in Hong Kong to tap growing demand for wealth management service
Lender plans to spend HK$200 million (US$26 million) over three years to transform its branches in the city
04/19/2021
Credit Suisse ignored ‘red flags’ on Greensill, says lawsuit
Mr Marshall said the fundamentals of GFG’s Whyalla steelmaking operations were “right”, arguing the iron ore price was “through the roof” and that the production rates of the South Australian plant were “almost best eve
04/19/2021
EFG to sell minority stake in Spanish private bank
EFG and A&G will continue to cooperate in various areas, including the distribution of New Capital funds in Spain, specialised corporate finance advice and other activities.
04/19/2021
Mattioli Woods buys wealth and Asset Management business
There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.
04/19/2021
Unexplained Wealth Orders (UWOs) – under-used and under-valued?
A UWO requires an individual to explain how they acquired a particular asset.
04/19/2021
Barclays Wealth's Aylward on why he won’t buy investment trusts
And as we manage a lot of capital, we have to feel confident we can move client money into and out of investments as people move money in and out, and new clients come on board.
04/16/2021
Guide to Talking Wealth with your Family by Coutts
Five steps to having conversations with your loved ones that’ll give your money meaning.