08/06/2019
Oppenheimer Financial Advisor Christopher Lazos Named To 2019 Forbes Top 250 Next-Gen Wealth Advisor List
Chris is paving the way for future Financial Advisors with his commitment to providing his clients with exceptional service.
Wealth and Asset Management
08/06/2019
Sentinel Trust named Houston's Top Wealth Management Firm for fourth consecutive year
Sentinel Trust would also like to congratulate the other Houston-area firms that made the list this year.
08/06/2019
Asia Wealth Group Holdings Ltd - Audited Results to 28 February 2019
The Board remains focused on further acquisitions and partnerships in Europe and the Americas as well as the south-east Asian region.
08/06/2019
Is intergenerational wealth on the decline amid changing values and technological advancement?
The firm’s previous research report, ‘Four Pillars of Capital for the Twenty First Century’ (2015), found that a family’s tangible assets are just one part of a broader legacy.
08/06/2019
HSBC Reverses Swiss Losses
The result represents the first profit from HSBC in Switzerland in five years following a torrid period of crises.
08/05/2019
Revealed: The shortlists for the UK Platform Awards 2019
Adviser awards shortlists revealed
08/05/2019
HSBC first-half profit rises 16%, announces $1 billion buyback
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.
08/05/2019
Quilter warns on client outflows as £600m follows exiting managers
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Barclays reins in bonuses in push to hit profit target
Bank sets aside 23% less for awards in first half as chief Jes Staley squeezes pay
08/05/2019
Quilter sells life assurance business
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
UBS AM among firms with highest women fund manager turnover rates
Pictet has similar turnover rates for men and women
08/05/2019
7IM boosts assets and profits in latest full year results
In December 2018, the majority of Tcam's clients and assets migrated to the LLP.
08/05/2019
Lord Rothschild’s RIT Capital reports £3bn net assets and NAV growth
The Company stressed a diverse and cautious approach to portfolio management, based on a capital preservative approach with strong focus on gold.
08/04/2019
Secret dossier leaks St James’s Place sales tactics
Internal documents lay bare how reps with Britain’s biggest financial adviser are able to play down its charges
08/04/2019
Chairman in €1mn show of faith in Deutsche Bank
Move suggests bank has no plans to deepen its overhaul announced last month
08/02/2019
OCBC reports steady Q2 profit; UOB's profit rises 8%
Second-quarter profit at smaller lender United Overseas Bank advanced 8 per cent to S$1.17 billion, supported by improvement in both interest and non-interest income, the bank said.
08/02/2019
Maybank Singapore's strategy to drive wealth management costs down
Singapore’s favourable tax regime, open market, safe haven status continue to be important factors for why we are the preferred wealth management hub in this region.
08/02/2019
Coutts and Adam & Co new clients jump 13% in first half
What has been particularly pleasing has been the 13% increase, on last year, in new clients that we have welcomed to Coutts and Adam & Company.
08/02/2019
ZEDRA shortlisted as ‘Trust Company of the Year‘
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man
08/01/2019
Schroders AUM up 9%
The first part of the Lloyds mandate, around £45 billion of assets, will fund in the second half of the year.