07/14/2020
Schroders new fund range delivers a blend of active and passive investments
The portfolios are under constant and continued review by the investment committee and are formally rebalanced and reviewed on a quarterly basis.
Wealth and Asset Management
07/14/2020
Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards
This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a
07/14/2020
Arbuthnot profits plummet on £2.7m interest rate hit
Since that time the Bank has responded positively to remote working and has continued to support all of its clients’ needs.
07/14/2020
Citigroup reports better-than-expected earnings on strong trading results
Revenues increased 5% from the prior-year period
07/14/2020
JPMorgan Chase beats estimates, but second quarter profits plunge
JPMorgan also set aside another $8.9 billion last quarter to prepare for credit losses as the pandemic weighed on the global economy.
07/14/2020
Standard Chartered PB survey finds 'increased HNW investor interest' in sustainable investing
Investors from different regions, have differing views on which of the SDGs are of higher importance
07/14/2020
The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week
The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.
07/14/2020
Is the S&P500 Index Useful Anymore? - MAN Institute
This outperformance makes sense.
07/14/2020
Wealth management opinion: ‘This year our industry has a chance to show its value’
The chaos of the pandemic offers the industry a chance to develop, writes Nataša Williams
07/14/2020
Baloise Bank SoBa launches the first e-banking messaging service in Switzerland
Customers of Baloise Bank SoBa now have access to an e-banking messaging service that is integrated into Baloise's e-banking app.
07/14/2020
Ex-BRI Wealth Management director sets up IFA firm
She was previously a private client manager at Killik & Co
07/14/2020
swisspartners set to fortify its business in Switzerland
To support the continued expansion of its business in Switzerland and Liechtenstein, swisspartners is seeking motivated and entrepreneurial client relationship managers for its offices in Zurich, Vaduz and Geneva.
07/13/2020
Woodford stages comeback with biotech role at wealth manager Juno
Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".
07/13/2020
Nucleus Wealth says 'remain cautious'
We still remain cautious, and although that has meant missing out on some of the subsequent market upswing
07/13/2020
Close Brothers Asset Management’s Mayfair office passes £1 billion
Mayfair’s £1bn milestone comes despite challenging market conditions brought about by Covid-19.
07/13/2020
Coutts Extends Services To Customers Through Post Office
Coutts’ customers are able to make deposits or pay in cheques at any of the Post Office’s 11,500 branches
07/13/2020
Bridgepoint merger with EQT Credit implemented with Crestbridge providing fund and management company services
This transaction is one the largest in the Credit industry this year
07/13/2020
Pictet raises CHF 1.1bn for private equity fund of funds
Pictet created the Monte Rosa franchise in 2008 to offer private equity investments to a wide range of clients.
07/13/2020
Pictet partner declares bank’s support for Collardi
Collardi is the managing partner who is responsible for Asia, which is a key growth market for Pictet.
07/13/2020
HK and UK-based boutique targets international clients
It has taken over Strabens Hall’s business in the SAR and works closely with the firm in the UK.