10/08/2020
Collapsed wealth firm clients get £4.4m in compensation
Company was declared in default in January 2020
Wealth and Asset Management
10/07/2020
Worldwide Partner of the 2023 Rugby World Cup
It was both a natural fit and our responsibility to partner for the seventh time with the next Rugby World Cup in France in 2023.”
10/07/2020
Azura International opens Singapore Office
The firm’s Singapore office in in the final throws of receiving its Capital Markets Service License for fund management from MAS.
10/07/2020
M&G’s wealth management business “credit positive”, says Moody’s
Moody’s added that growth in the retail market has created “attractive” opportunities for asset managers because margins on retail and wealth management products are comparativelyhigh, despite some competitive pressure.
10/07/2020
Barclays to enter new European private banking markets in 2021
The idea is to have a capital-light approach and work in very close collaboration with the investment bank locally, targeting family offices, ultra high net worth individuals, and some qausi-corporate or institutional clients.
10/07/2020
Liontrust sees ESG assets triple in three years
Liontrust has honed in on sustainability over the past few years.
10/07/2020
Japan Equity Monthly - September 2020
- Looking beyond the Nikkei's recovery from "Corona shock" lows -
10/07/2020
Demystifying the magic of central banks
Since independence, the Bank has had its own distinct identity and clearly designated powers.
10/07/2020
Billionaires Report 2020
In a year of dramatic upheaval, the fortunes of billionaires are polarizing. A cohort of disruptors and innovators are pulling ahead of the pack and growing their wealth.
10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
10/07/2020
Newcastle wealth management partners with capital company to boost growth plans
“We are all genuinely excited about this partnership, the opportunities it will generate for us and the impressive credentials and skills the team at Wealth Provision will bring to our proposition and product offering.”
10/07/2020
Wealth Management: Instant Insights
The third industrial revolution saw the rise of electronics, computers and automation.
10/07/2020
Billionaire wealth reaches new high during COVID-19 pandemic - UBS
Between April 7 and July 31 this year, billionaires across every industry covered by the study saw their wealth rise by double digits
10/07/2020
Macfarlanes advises Seven Investment Management on acquisition
The acquisition will see Partners Wealth Management retain its brand, identity and leadership, and helps both businesses take the next steps in their respective strategic growth plans.
10/07/2020
Swiss Bank's Vast Venezuela «Bolichico» Ties
The sanction is the result of a two-year investigation into PDVSA corruption.
10/06/2020
Cutting Through the Noise
After a stellar year or so, gold saw some profit booking last month.
10/06/2020
Appetite for Swiss Private Banks Grows
Intesa wants to use Reyl to form the basis of its wealth management ambitions out of Switzerland. T
10/06/2020
Quilter's OMW platform delays second migration to November 26
2,000 advice firms to shift platform
10/06/2020
Intesa’s Swiss PB and Reyl will merge
The partnership will enable Fideuram - ISP PB to strengthen its international private banking activities
10/06/2020
Brewin Dolphin targets IFAs with quintet of fund-of-funds
Launch comes a week after Brewin cut VAT across active and passive MPS