04/22/2020
Chris Read, group chief executive at Dunstan Thomas, explains: “Platform Action brings a terrific combination of top flight strategic IT expertise as well as broad delivery capability and very deep platform domain expertise.
04/22/2020
Move follows a loss of more than 20% in March by SkyBridge’s flagship fund
04/22/2020
The important considerations for any affluent family looking to make the best and most well-informed decision about with whom to entrust their wealth.
04/22/2020
Economist Samer Sunnuqrot estimates the productivity of workers declines in the holy month by 35-50% as a result of shorter working hours
04/22/2020
And right now people want to own gold.
04/22/2020
JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands
04/22/2020
Considering the prevalence of family-owned businesses across the continent, family offices are well placed to facilitate the protection and transmission of wealth.
04/22/2020
Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch
04/21/2020
Credit Suisse Founder Securities provides investment banking services including sponsoring and underwriting of shares and bonds and financial advisory services.
04/21/2020
The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.
04/21/2020
Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.
04/21/2020
This strategically important acquisition adds depth and breadth to our funds business
04/21/2020
Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.
04/21/2020
Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.
04/20/2020
Sanlam Private Wealth boss on being ‘gender blind’ as investment industry’s pay gap thrust in the spotlight
04/20/2020
Such discussions are preliminary, require certain third party consents
04/20/2020
The CIO’s view of the week ahead.
04/20/2020
The professional body warned advisers needed assistance at a time when "demand for their help has never been greater, yet pressure on their own resources are stretched".
04/20/2020
For the two, the only clarity for the rest of 2020 is that nothing is clear: the length of the coronavirus pandemic is unknown, as well as the economic and financial fallout.
04/19/2020
The number of recorded COVID-19 cases in Africa, at about 15,000 on April 14, is still relatively small, but it is growing fast.