Managers of Wealth

UBS launches shareholder activism tool – UBS GUARD

Public companies are then able to take critical preventative action and arm themselves against future attacks, even before a move on the company is made.

How HSBC’s team of advisers is preparing UHNWs for the future

As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.

Why the Channel Islands for Private Investment Funds?

Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.

A four-letter word by Tim Price

“Risk is what’s left over after you think you’ve thought of everything.” Carl Richards.

FNZ and State Street Collaborate On New Wealth Management Servicing Venture

State Street will serve as sub custodian to the custody assets belonging to Wealth Manager Services clients.

Wealth management firm launches legal practice

Chief Operating Officer, Stuart Payne, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do.

Equiom expands its European footprint with Netherlands acquisition

This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.

Fidelity macroeconomic update: Global growth forecasts revised

The markets are taking a more optimistic view for now

Quilter network gains DA interest amid crisis

At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.

Vontobel AM teams up with NY firm to launch fund

New York Firm Launch fund

Cyclical stocks: Down but not out

The list of such corporate casualties of coronavirus is long and growing.

Oddo BHF planning merger with Lausanne private bank

The idea of merging Landolt & Cie and Oddo BHF makes sense because it combines two family businesses that can look back on centuries of history and that share close values and convictions.

Candriam acquires Rothschild's alternative multi-asset business

This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."

Curiosity, Collaboration and Covid - Not an Exact Science

Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients

Why the crisis is an opportunity for innovative private banks

Mashreq’s investment in digital is paying dividends today, says Vipul Kapur

Covid-19 accelerates digital transformation at private banks

The pandemic has sparked dramatic changes in the wealth management industry

Queens bank joins Bounce Back Loan Scheme to help those affected by Covid-19

The Bank continues to review applications from a wide range of lender types

Asset Management Europe - Rothschild & Co

Monetary policies have also played a major role in the improvement of investors’ sentiment as swift

Barclays granted South Africa private banking licence

We consider South Africa and the wider African continent to be an exciting growth market for the Private Bank."

Consolidator to launch adviser academy in 2021

Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions

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Wealth and Asset Management