04/06/2020
The initiative will offer advice to customers who may not otherwise be able to access to financial advice and is a key step in Quilter’s aim of increasing the accessibility of professional financial advice across the UK.
04/06/2020
This transaction represents another success for Rathbones as we deliver on our growth strategy.”
04/06/2020
By early March, it was reported that philanthropic giving to combat the coronavirus has reached unprecedented levels, already topping US$1 billion (£816 million) across the world.
04/06/2020
Banque SYZ posts full-year 2019 net profit of CHF 7.1 million
04/06/2020
Wealth managers explain how they are reassuring their clients at a time of great uncertainty over their investments.
04/06/2020
The use of AI risks replicating the over-reliance on quantitative techniques that led to the 2008 crisis, writes Dan Tammas-Hastings
04/05/2020
In a matter of months, canceled art fairs, auctions, and exhibitions globally have brought many planned art shipments to a pause, leaving no segment of the art industry unaffected.
04/05/2020
Drastic times call for unorthodox action. That’s why we have written an open letter to UK companies showing our support during this unprecedented period, when the very raison d’etre of the stock market will be tested.
04/03/2020
The fund aims to take advantage of the attractive return potential offered by investments in frontier markets, due to risk premiums overestimating default probabilities and underestimating recovery values as well as to the window of opportunity offered by
04/03/2020
In both PEP cases, the NCA have demonstrated their willingness to target high profile individuals and their funds
04/03/2020
“That is the major difference that we have seen.”
04/03/2020
HSBC Private Bank is one of the founding partners of the WealthiHer network in the UK and in Asia.
04/03/2020
Lansonneur begins by considering the state of play in the private banking and wealth management market in Asia, noting that there are more and more online brokerages and FinTechs competing and driving commissions down for execution and even custody.
04/03/2020
‘As entrepreneurs, we are on an equal footing with our partners and customers – this is an advantage that should not be underestimated compared to the larger banks.’
04/03/2020
Laidlaw has operations in New York City that serves as its base along with London, San Francisco, Greenwich, Boca Raton, Toms River, and Melville.
04/02/2020
Wellspring, a specialist in estate planning and intergenerational wealth transfer, will act as a resource for Hightower advisors seeking estate and tax planning solutions for affluent clients
04/02/2020
The tax code has a mechanism for accounting for such estate value changes
04/02/2020
Female workers are twice as likely to have less than £5,000 in workplace savings compared to their male
04/02/2020
There's never a dull moment in the highly competitive world of private banking.
04/02/2020
Investors see the coronavirus subsiding by midyear, a UBS poll finds.