03/21/2019
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
Wealth and Asset Management
03/21/2019
Phoenix Financial PR shortlisted as Communications & PR Agency of the Year
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
Market pressure blurs the line between US asset and wealth managers
Should regulators step in? Time will tell and no doubt there will be some bad actors
03/21/2019
UBS Widens Sustainability Label
2018 was the year when sustainability went mainstream at UBS
03/21/2019
UBS Reports Progress in Sustainable Investing and Philanthropy
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
Alvarium completes five acquisitions in eight months in London and globally
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.
03/21/2019
Private Banking's Discreet Push for Exclusivity
The transactions are hand-picked by private bankers for a small circle of wealthy clients.
03/21/2019
£30,000 funding on offer to local businesses in Quilter Cheviot’s Rural Innovation Programme
Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.
03/21/2019
UBS Faces Headwinds in Flagship Divisions
UBS had little mergers and acquisitions activity and few initial public offerings, which led to lower fees.
03/21/2019
UBS on track to meet ambitious sustainability targets
UBS significantly reduced lending and capital raising to the coal mining sector and cut support to coal-mining companies engaged in mountain-top removal operations.
03/21/2019
Blucora to purchase tax-focused wealth manager
The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.
03/20/2019
Guernsey’s commitment to China and Hong Kong market praised
The attractions of China for offshore financial service providers remain
03/20/2019
2 Kingsway in Cardiff Welcomes St. James’s Place Wealth Management
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
03/20/2019
Simple holding company: Most used structure by Saudi families and HNWIs
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
Lombard International's new business premiums hit €5.1bn
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
C Hoare opens first regional office in 350 year history
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.
03/20/2019
Janney to acquire FIG Partners
The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.
03/20/2019
The Expanding Role of Culture in Search and Succession
Culture analysis is a critical action for a company to take — and a complex one, as well.
03/20/2019
UBS sounds pessimistic note on 2019 as first quarter revenues fall
“At this point I still believe we can achieve returns at least in line with last year’s,” Ermotti said of the group.