03/11/2020
Preserving Wealth: Putting structure in a virtual family office
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
Wealth and Asset Management
03/11/2020
Rothschild & Co: 2019 – Full year results release
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Mattioli Woods acquires Hurley Partners in £25.6m deal
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
Which asset managers rank the highest for ESG?
ShareAction ranks 75 global asset managers on ESG practices
03/10/2020
Close profits down 8% as CEO search continues
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
Asset managers failing to lead the way on responsible investment
No stand-out leaders in the space, research reveals
03/10/2020
Private equity firm takes stake in Beacon Pointe
The RIA also announced the acquisition of Ferrell Wealth Management
03/10/2020
EFG International in Corona emergency
The bank has also imposed global measures. Like other banks, it has taken split-office measures, introduced temperature controls, increased home office capacities and also prohibited all business trips that are not absolutely necessary.
03/10/2020
VP Bank Outlines Growth Plans For Next Cycle
The 2019 financial year was characterised by the continuing low-interest environment.
03/10/2020
Less than half of Asia's rich have succession plans
Just over 40% of HNWI relationship managers surveyed said their clients have enacted a succession plan or are actively planning for succession.
03/10/2020
Unexplained Wealth Order focuses on London mansion
UWOs are one of the UK's newest tools in the fight against suspected criminal money invested in property.
03/10/2020
ANZ to slash jobs across wealth business
ANZ has previously indicated that it is seeking to slash costs by as much as $1 billion over the next three years as the bank faces increasing regulatory scrutiny and record low interest rates.
03/10/2020
Extraordinary circumstances require a very ordinary approach
No one can answer this question even in a vague manner, as the biological phenomenon is so unpredictable.
03/10/2020
JPMorgan to cut up to 140 jobs in Switzerland: Source
Over the past year, JPMorgan has shifted a number of jobs to cheaper locations in order to cut costs.
03/10/2020
US private equity giant completes national wealth firm buy
Carlyle Group has completed its buyout of Harwood Wealth Management after receiving a green light from the court.
03/10/2020
Deutsche Bank joins forces with wealth management software firm
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/10/2020
US TO UK: Why the Karger Brothers of Twinfocus Capital Opened their Second Family Office in London
CampdenFB asked the Karger brothers what they had to do to branch out across the pond, what US and UK family investors are searching for and how families can mitigate the predicted global economic downturn.
03/09/2020
‘Rogue’ St James’s Place adviser cost us £1.3m
A representative of SJP got savers to back an unregulated firm that later went bust. Ali Hussain reports
03/09/2020
Stuck-at-Home Millionaires Boost Trading at Private Banks
The trading surge has helped dull the pain of a health crisis that has otherwise frozen parts of their Asian banking businesses, from mergers to initial public offerings, and grounded investment bankers across globe.
03/09/2020
JPMorgan CEO 'recovering well' after heart surgery
"It was caught early and the surgery was successful," the bank said in a statement.