10/24/2019
Profile: the new wealth gatekeeper with £100m ambitions
With almost three decades at Coutts between them and senior positions at two major private banks Samik Mukherjee and David McLellan decided to take a chance on going solo
10/24/2019
With almost three decades at Coutts between them and senior positions at two major private banks Samik Mukherjee and David McLellan decided to take a chance on going solo
10/24/2019
Neil Woodford resigned from eponymous investment vehicle earlier this month
10/24/2019
Livingstone provides M&A, debt and special situations advice to entrepreneurs, and private and private equity-backed companies in the mid-market segment.
10/24/2019
Modest FUM growth, continued focus on efficiency, on track to meet full year expectations
10/24/2019
Coutts and Adam & Co recorded the ‘best year yet’ for referrals from Natwest Commercial Banking, with 30% of new clients coming from the wider group.
10/24/2019
Renewables and efficient use of energy offer especially attractive investment opportunities.
10/24/2019
Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited
10/23/2019
The group’s operating income dropped 5% year-on-year to $7.09bn, while operating expenses increased from $5.72bn to $5.74bn.
10/23/2019
It will also permit the expansion of our offer to new sectors and geographic areas, bringing a truly international dimension to Augustus.”
10/23/2019
The firms were measured by client assets per firm, defined as discretionary and advisory assets under management as well as non discretionary brokerage assets and non discretionary assets that are held in custody-only accounts for private clients.
10/23/2019
The new digital tools deliver a customizable suite of widget capabilities designed to support the experiences of wealth management firms on Refinitiv’s portal.
10/23/2019
This is mainly because family offices are doubtful about the ability of hedge funds to protect funds in times of economic slowdowns.
10/23/2019
The research also finds that almost half of HNWIs consider a deterioration in their non-financial wellbeing, including good physical and mental health
10/23/2019
Broadway Bank’s decades of success in wealth management have been built upon its core philosophy of a “you-focused” approach, which puts clients and their needs at the forefront of the bank’s mission.
10/23/2019
The core return on average tangible common equity for the third quarter of 2019 was 22.5%
10/23/2019
Daniel Freedman passed away unexpectedly earlier this week
10/23/2019
The sale of Quilter Life Assurance is expected to close by the year end and will result in the group becoming a more focused advice-led wealth manager.
10/23/2019
Coutts gender equality event celebrates great summer of sport for women and asks men to “get off the side lines”
10/22/2019
The number of millionaires in a country depends on the size of the adult population, average wealth and wealth inequality.
10/22/2019
The world's largest wealth managers together controlled $22.2 trillion at the end of last year, according to research by Aite Group.