08/02/2018
Barclays half-year profits fall 29% following settlement
Despite litigation costs, bank chiefs remain positive due to second-quarter turnaround
Wealth and Asset Management
08/02/2018
Brewin opens in West End as it deepens ultra-rich connections
30th office nationwide
08/02/2018
Best Practices For Integrated Family Wealth Planning
Developing financial goals is often easier said than done, especially when considering longer-term goals such as wealth transfer, charitable giving and legacy objectives.
08/01/2018
Revealed: the Spear’s wealth management awards shortlists
This year’s shortlist closely tracks our research in our industry-leading indices across the categories of Property, Wealth Management, Tax and Trusts, Family and Reputation Management.
08/01/2018
Walker Crips profit drops 17.8%
The filing also revealed the Walker Crips' discretionary and advisory assets under management increased by 3.1% to a high of £3.3 billion.
08/01/2018
St. James's Place hikes dividend 20% after inflows boost profit
Consequently, we continue to see a growing demand for highly personalised and trusted face-to-face financial advice and service.
08/01/2018
AllianceBernstein Seeks to Attract the Wealthy to Alternative Investing
AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network.
08/01/2018
Credit Suisse applies for Saudi banking licence
“I have been to Riyadh, I met the head of SAMA [the Saudi Arabian Monetary Authority], I made the application myself,” Reuters quoted Thiam as saying in response to a query made during a news conference.
08/01/2018
Enhanced Customer Onboarding is a Wealth Management Priority
A key driver according to Capgemini’s Top 10 Trends in Wealth Management 2018 is that customer experience revolves around simplifying key touch points
08/01/2018
Quilter signs US fund giants for twin income portfolios
Both mandates will feed into Quilter's WealthSelect managed portfolio service.
07/31/2018
BlueOrchard reports solid financial and social performance
BlueOrchard delivered another strong performance in the first half of 2018.
07/31/2018
Standard Chartered profits jump despite rising digitising costs
Our improved performance was delivered against a backdrop of continued global economic growth, with strong trade flows and investments and US interest rates continuing to normalise.
07/31/2018
SJP drops Aberdeen Standard from £286m fund
St James’s Place has also unveiled a new Diversified Assets fund, with global investment firm KKR appointed as manager.
07/31/2018
GAM Holding H1 IFRS Net Profit Down 62 Pct
Group assets under management up 3% to CHF 163.8 billion from CHF 158.7 billion at 31 December 2017
07/30/2018
Inversiones Security named Best Private Bank in Chile
Chile has been described as South America’s most prosperous and economically stable nation.
07/30/2018
The $500 Billion Market the World Never Thought It Would See
After the financial crisis, China called for a new reserve currency to replace the U.S. dollar. Now it’s swimming in dollar-denominated bonds.
07/30/2018
As PBs up threshold, do boutiques move in?
Pyrmont Wealth, which can serve only professional investors, have clients with liquid assets of at least $1m.
07/30/2018
Why South Africa wealth management sector is growing
South Africa’s wealth management market is well positioned for success because it is a potential hub to other African wealth management markets
07/30/2018
Schroders to sell Eastern European private banking ops to Swiss bank
The closing of the transaction is expected during the fourth quarter of 2018 and is subject to the relevant regulatory approval.
07/30/2018
Novia global business to overtake UK platform
Mr Field said the growth was driven by the fact many jurisdictions were echoing the reforms made in the UK as part of the Retail Distribution Review.