12/08/2020
Asset Strategy Consultants Expands Wealth Management Capabilities
Tony King joins as Director of Private Wealth from Belay Group
Wealth and Asset Management
12/08/2020
All St James's Place fund managers have now signed up to UN PRI
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Jersey announces establishment of 400th foundation
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
CREALOGIX Insights January 2021 edition: Digital Banking & Wealth
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Invesco launches the first Euro Hybrids UCITS ETF
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
Why the wealth manager at your branch is now after your savings
If you have cash sitting in a current account then your bank will want you to move into shares
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/07/2020
Money never sleeps by Pictet
Covid is still wreaking havoc on the US economy, as illustrated by high-frequency indicators such as airline travel, car fuel demand and electricity production all down materially on last year.
12/07/2020
Swiss Private Bank Teams up with Swiss Online Marketplace
As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.
12/07/2020
The Wait-and-See Rally That Did Not Wait by Gary Dugan
The regional breakdown of returns in world equity markets reveals a pattern of previous laggards catching up.
12/07/2020
Geneva PB joins platform for EAMs and custodian banks data exchange
The platform was launched in October and it now has around 12 members.
12/06/2020
Credit Suisse’s Rohner Signals Bank May Mull Merger With UBS
Outgoing chairman says a combination not ‘unreasonable’
12/06/2020
Meet 3 women transforming the way Citi Private Bank caters to its growing base of ultra-rich female and millennial clients
The demands of high-wealth women around the world are changing with the times. A group of female bankers at Citi Private Bank explained how they are meeting their needs.
12/06/2020
Schroders rolls out sharia-compliant fund in first quant team launch
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
Schroders joins the global Valuable 500 Initiative
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
FCA review of advice market highlights need for sector's evolution
“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been
12/04/2020
Credit Where Credit Is Due by Brown Shipley
We’re positive on riskier credit markets with overweight allocations to euro high yield and emerging market sovereign hard currency bonds.
12/04/2020
St. James’s Place opens new office for its West London community
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
How to ensure you don’t leave your family with an avoidable IHT bill
Taking the right steps now can shield your loved ones from tax and help ensure your money goes where you want it to go after you die
12/04/2020
Hang Seng rolls out wealth management offering
The bank is targeting investors in Hong Kong with HK$8m.