11/25/2020
The Evolution of Wealth Management in the Middle East
Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and soon Mandatory Disclosure Rules?
Wealth and Asset Management
11/25/2020
‘We don’t just offer investment management then walk away’
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
11/25/2020
Brewin Dolphin full-year profit jumps as markets recover from pandemic lows
Pre-tax profit for the year ended Sept. 30 rose to 78.2 million pounds ($104.44 million) from 75 million pounds a year earlier.
11/25/2020
Multrees announces new strategic partnership
Multrees will work with CHIM to provide outsourced services to power its bespoke risk managed portfolio solutions for discerning Private Client investors together with trading and settlement services for its own range of funds.
11/25/2020
PIMFA disappointed to learn of supplementary costs to be levied on members by FSCS
"Whilst we strongly support the role of the FSCS in protecting customers, this latest increase further underlines the need to urgently get these costs under control."
11/25/2020
LFDE launches global future leaders fund
The multi-thematic fund aims to invest in future leaders of the world economy.
11/25/2020
Whitman Asset Management creates new fund to capture growth opportunities in UK small cap market
Whitman is targeting £25m in the initial stages of the Fund.
11/25/2020
Chain Bridge Bank launches new trust and wealth management services
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/24/2020
Beacon Pointe Advisors Announces Merger with Wealth Manager
A Foothold in the South and Beacon Pointe's Largest Deal to Date
11/24/2020
Stanhope merges with FWM to create $24.2bn wealth manager
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/24/2020
ZEDRA rebrands London acquisition, unveils new global expansion service
The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.
11/24/2020
Bermuda and Italy Selected to host First SailGP Events of Scond Season
Just over 1,000 km/640 miles off the East Coast of the U.S., Bermuda is not only the ultimate island destination, but has been largely shielded from the pandemic.
11/24/2020
Investment Managers Place Stewardship at the Heart of Sustainable Growth
The recommendations connect investment decisions more closely with climate change and sustainability considerations, as well as strengthening the relationship between savers’ broader investment goals and their financial returns.
11/24/2020
Credit Suisse to take $450m hit on hedge fund business
York Capital Management to restructure
11/24/2020
We are witnessing the democratization of property investing
These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.
11/24/2020
Shard Capital: ‘Central banks have messed things up spectacularly’
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
New steps are needed to improve sovereign debt workouts
They have encouraged private lenders to follow suit—albeit with little success.
11/24/2020
Advisory firm searches for up to 20 private banking consultants
The company has hired several partners this year, and outlined an expansion plan for French-speaking Switzerland.
11/24/2020
Zurich real estate boutique launches first fund
The fund focuses on urban living, commercial and mixed-use properties for people at all income levels.
11/24/2020
Heartwood announces rebrand
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management