11/30/2020
Paul Allen Named to Raymond James Financial Services’ 2021 Chairman’s Council
Allen is actively involved in the community and currently serves on the alumni board of Franklin Road Academy, in Franklin, TN.
Wealth and Asset Management
11/30/2020
Making sense of the numbers
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
11/27/2020
Quilter International launches new bonds for UK market
These new offshore bonds strengthen Quilter International’s high net-worth proposition and offers more choice to clients and advisers over which jurisdiction they want to situate their wealth.
11/27/2020
Harwood Wealth puts 100-strong adviser network into administration
Because we are network-focused and with our history, we are a natural home for professional, independent advisers.
11/27/2020
Alexander Grace continues impressive expansion with acquisition
They combine wealth management with comprehensive financial planning.
11/27/2020
Optimising tax reclaim through tech: What wealth managers need to know in trying times
Tax optimisation, on the other hand, provides benefits to all, not just in increasing returns for investors, but also in creating economies of scale across stakeholders, creating millions – if not billions – in savings for banks.
11/27/2020
Schroders' CEO: These are the biggest takeaways from the Covid crisis
Peter Harrison looks back at how the global pandemic has fundamentally changed the way people do business.
11/27/2020
How Much Of Raymond James Financial, Inc. Do Insiders Own?
It has a market capitalization of US$13b. Normally institutions would own a significant portion of a company this size.
11/27/2020
Schroders and Big Society Capital team up for social impact trust launch
Schroders and Big Society Capital are seeking £100m for the trust, which will invest in areas such as high impact housing.
11/27/2020
London-based fintech company Vauban bags £1.6M to harness the potential of digital funds
The company has raised £1.6 million in Seed funding from leading tech investors including Pi Labs, Kima Ventures, Westloop Ventures, Argonautic Ventures, and UFP Fintech.
11/26/2020
Aberdeen Standard targets women-led hedge funds with new strategy
Funds run by women have outperformed in 2020 after limiting losses in March turmoil
11/26/2020
Bergos Berenberg Becomes Bergos AG
Expansion Of The Shareholder Structure Of Bergos Berenberg AG And New Company Name
11/26/2020
Goldman Sachs Quietly Builds Swiss Wealth Arm
The move is part of a wider European push to hire roughly 100 more advisers, as many as 30 of which in Switzerland.
11/26/2020
Consolidator snaps up Midlands-based financial planner
Acquired firms keep their own branding upon joining IWP but share the consolidator's master brand on a national level.
11/26/2020
IQ-EQ recognised as specialist administrator in 2020 Funds Europe Awards
Over the past year, we have invested heavily in our service offering and in the development of innovative technological solutions – including our unique Investor Solutions offering powered by IQ-EQ Cosmos and the 2020 roll-out of our Investran DX an
11/26/2020
Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021
These trends underscore the need for wealth managers to accelerate their digital transformation to adapt to rising client demands for an enhanced digital user experience.
11/25/2020
FBN Next Generation Lombard Odier Award 2020 champions the next generation of entrepreneurs
The FBN NxG Lombard Odier Award was created in 2009 to celebrate and support outstanding intrapreneurial and entrepreneurial projects initiated by the next generation of family business owners.
11/25/2020
The Evolution of Wealth Management in the Middle East
Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and soon Mandatory Disclosure Rules?
11/25/2020
‘We don’t just offer investment management then walk away’
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
11/25/2020
Brewin Dolphin full-year profit jumps as markets recover from pandemic lows
Pre-tax profit for the year ended Sept. 30 rose to 78.2 million pounds ($104.44 million) from 75 million pounds a year earlier.