03/17/2020
Coutts And The Business Growth Fund’s Launch Of The UK Enterprise Fund
The Ashurst team will be advising in relation to potential future investments, to cover fund structuring, regulatory and tax considerations.
Wealth and Asset Management
03/17/2020
Sanlam Wealth opens new office in Royal Tunbridge Wells
Sanlam, formerly Principal, have had a presence in Kent since 1987. Sanlam bought Principal in 2010, with the firm rebranded in 2012.
03/17/2020
A path through the bear market by Rathbones
Now the World Health Organisation has declared a pandemic and condemned Western governments for inadequate medical responses and social distancing protocols.
03/17/2020
Wealthy JPMorgan Clients Missed Trading Day Chaos During Platform Outage
This left a good number of customers unable to do anything but watch their portfolios drop in value before their very eyes. Luckily, Friday saw the return of these systems, and trading has been smooth ever since.
03/17/2020
Why Morgan Stanley’s Stock Will Likely Outperform The Market Post Coronavirus
The sell-off in Morgan Stanley’s stock reflects the growing concern among investors
03/17/2020
James Hambro & Partners Selects InvestCloud for Digital Transformation
Global FinTech firm will provide digital client communication, automation and management capabilities
03/17/2020
Art as an asset: IQ-EQ speaks to LINK Management's Aude Lemogne
Today’s high-net-worth families are increasingly mobile with assets spanning multiple jurisdictions.
03/16/2020
Swiss Banks Mull $21 Billion Loan Program for Small Businesses
Credit Suisse leads effort to aid businesses harmed by virus
03/16/2020
Fund managers spot rich pickings in wealth market
Clients are accustomed to paying higher fees for personalised service and are less skittish
03/16/2020
Brooks on the lookout for acquisitions
Brooks would also ensure the firm had "good economics" and the right culture so the companies could integrate, while Ms Connellan added one of the "great possible outcomes" of acquisitions was the people who transfer over and the good
03/16/2020
HSBC Joins WealthiHer Network Asia
HSBC Private Banking takes gender equality in entrepreneurship seriously
03/16/2020
Private Banks Calling Wealthy Loans
Private banks like the Swiss firms make money on lucrative lending to the wealthy, who don't always have easy access to liquid funds for investing.
03/16/2020
Wealthy Seeking Cash for Investing, Margin Calls Turn to Art
The rise in activity comes as the spread of coronavirus has created the wildest market swings since the financial crisis.
03/15/2020
Latest Real-Estate trends in Monaco
Monaco real estate investments are the best way to preserve and increase capital.
03/15/2020
15 Hightower Advisors Honored on Barron's 2020 Top 1200 List
The rankings were based on factors such as: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
03/13/2020
Quintet: Dagmar Kamber-Borens is hunting bankers in Switzerland
The UBS veteran most recently headed the Muzinich branch in western Switzerland.
03/13/2020
UBS Wealth cuts emerging market stocks bet
Emerging market stocks and currencies fell further on Thursday, with some Asian bourses hitting circuit breakers.
03/13/2020
UK wealth manager Brooks Macdonald reports rise in profit
Brooks Macdonald CEO Caroline Connellan said: “I am delighted with the progress made during the first half."
03/13/2020
Investec pulls offer of minority stake in Ninety One amid market chaos
The group said it would not go ahead with the global offer to sell a stake of around 10%, but would press on with the demerger and listing.
03/13/2020
Beat the bear by staying calm, investors urged
The economist, whose influential market musings enjoy a cult-like following among financial advisers and retail investors across the country, strongly warned against joining the global sell-off in equities markets.