10/08/2019
BMO Gam upsizes low-cost range to rival 7IM and AJ Bell
Paul Niven’s range has amassed £300m since launch two years ago
Wealth and Asset Management
10/08/2019
Zurich WM rebrands
The name change is effective immediately, but the company will update the names of products and services throughout the rest of the year.
10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.
10/08/2019
Sanctuary Wealth Board Members Named Among America’s Top Wealth Advisors by Forbes
Brian and Chris are exemplary ambassadors of Sanctuary Wealth and our unique Partnered Independence model
10/08/2019
Wealth firm Saranac racks up £45m loss since 2016 launch
The wealth firm, which was set up by former Barclays wealth chief Tom Kalaris, lost another £13.3 million in 2018, although it remains optimistic about breaking even by 2020.
10/07/2019
Online wealth manager Nutmeg reveals widening losses
Group attracts strong financial backing despite never having made a profit
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/07/2019
Channel Islands' Investec Bank launches Isle of Man office
Investec has been nurturing its relationship with the Isle of Man over a number of years
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.
10/07/2019
The Fiducia Group launches new Corporate Finance division
Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
Mr Stockton said Ascot Lloyd would look to capitalise on this "excellent environment and market opportunity".
10/06/2019
Future of Wealth Management
A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.
10/06/2019
Wealth Transfer for the next generation in Monaco
It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.
10/04/2019
Banker defections pose challenge for Credit Suisse's Thiam
Credit Suisse declined to comment on the staff departures and any measures it was deploying to retain top talent.
10/04/2019
Attitudes to wealth conference highlight video
As wealth inequality continues to intensify, positive and well-informed engagement by the most wealthy in society could make a vital difference to our shared future.
10/04/2019
Growth of family offices in Singapore
Singapore has long been one of the favoured private banking and wealth management centres for Asian families
10/04/2019
Swiss banks benefit as rich Britons line up escape route from Brexit chaos
This trend had clearly intensified in recent weeks, a source at a large Swiss bank said.
10/04/2019
Profile: ‘Private banking’s image is set by large, inflexible institutions’
As a business, Arbuthnot Latham is diverse and collaborative, using technology to help sometimes ‘wilful’ clients envisage their financial future