06/05/2020
Wealth-X Expands Canadian Data Assets
New Intelligence on Yacht Ownership and Private Foundations Integrated into Global Database
Wealth and Asset Management
06/05/2020
More Advisors Turning to ESG Funds
Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
06/05/2020
Rathones manager spent £200m on shares as market crashed
Mr Thomson deploys the growth style of investing, which has generally performed well during the pandemic as investors have focused on companies that have predictable earnings.
06/05/2020
Tilney slashes cash payout to S&W holders in new merger deal
Backers will receive 10% less in cash with the difference going into illiquid preference shares.
06/05/2020
Wealth Management – Monthly Market Summary by Rothschild
Germany entered a technical recession after first quarter GDP
06/04/2020
Benchmark Capital invests in specialist retirement planning firm - TRPP
TRPP are experts in investment and retirement planning with an excellent reputation for their specialist pensions advice service.
06/04/2020
Quartet sets up new wealth management firm to ‘break free from corporate agenda’
The quartet set the business up during the Covid-19 lockdown, but, according to Wattam, this hasn’t affected the launch of WKM Wealth.
06/04/2020
The State of Asian HNW Investor Sentiment in the Aftermath of the March Sell-Off
Godfrey comments that clients had in general been very much oriented towards the growth areas of the market
06/04/2020
New Citi Private Capital Group at Citi Private Bank is Helping Clients Navigate Uncertainty in Global Markets
Our Private Capital Group is one of our greatest growth drivers for the North America
06/04/2020
HSBC Private Banking announces record Alternative Investments Fundraising
In the last 12 months, HSBC has offered a diverse mix of alternative solutions
06/04/2020
Infusive Asset Management’s UCITS Fund Becomes Available to UBS Private Wealth Management
The UCITS Fund offers an investment strategy focused on sought after companies that provide joy and happiness to consumers
06/04/2020
Phoenix set to jack Whitehall profile
Phoenix will be responsible for building and managing Whitehall’s profile across a broad media set and for managing the Company’s social media channels.
06/04/2020
Heritage Reflections
This equation, time and listening, comes up according to the events and moments in their lives.
06/04/2020
Swiss family offices found investment firm with German medical company
Sibylle Peter, the founder of YSMA, will sit on the board of directors
06/04/2020
Covid-19’s meteoric impact has accelerated a new tech age
What is undeniably clear in the post Covid-19 age is that companies that do not leverage on new technologies might not remain competitive relative to new entrants.
06/04/2020
Tilney continues to hire during pandemic
Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic.
06/03/2020
Coutts is one big family in its heritage-led rebrand
FutureBrand has overhauled Coutts’ visual identity, replacing its “unapproachable” image with branding that emphasises its family and historical roots
06/03/2020
Pictet expands equity range with family-focused fund
Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.
06/03/2020
How Wealth Managers Helped Millionaire Clients Grow Richer During Lockdown
Even before coronaviruas was declared a pandemic, wealth managers and private bankers were preparing for the storm.
06/03/2020
Thomas Miller buy helps Canaccord weather Q1 storm
Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.