04/07/2020
The new organisational structure will enable Allfunds to strengthen its leadership in the WealthTech industry, where the company already plays as the largest third-party fund distribution platform in Europe as well as one of the leaders globally.
04/07/2020
The corona virus has spread faster than feared around the world and has led to radical measures by governments in many countries.
04/07/2020
The HNW is a very attractive market for brokers, Pierce said, outlining how a broker that provides services for a client around their business will often receive the domestic HNW insurance policies of that client also.
04/07/2020
LUKB’s own investments dropped in value and the book loss of 16 million francs led to the decline in profit.
04/07/2020
Pictet expects more mainland companies to seek domestic financing from overseas bond issuance given their rising overseas debt burden under the impact of the coronavirus pandemic.
04/07/2020
RBC is also doing other things to help employees, including giving hazard pay of $50 a day to the minority of workers who must still go to the office to do their jobs, Financial Advisor IQ reports.
04/06/2020
As a result, we took the bounce in markets last week as an opportunity to reduce equity risk in our clients’ discretionary portfolios.
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.