Wealth and Asset Management

Wealth and Asset Management

Spear’s Tax Survey 2021: Almost half of tax advisers to HNWs say post-pandemic wealth tax ‘desirable’

October 22, 2021

The Spear’s tax survey 2021 quizzed advisers on their views towards a range of taxes, including a proposed wealth tax

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Wealth and Asset Management

Macquarie Asset Management to acquire Central Park Group

October 22, 2021

Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent

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Wealth and Asset Management

PIMFA announces winners in first Diversity & Inclusion Awards

October 22, 2021

The event was streamed live online and showcased the best Diversity and Inclusion initiatives from around the UK’s financial services industry.

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Wealth and Asset Management

Lombard International's Private Placement Variable Annuity Available on FIDx

October 21, 2021

Strategic Relationship Between FIDx & Lombard International Simplifies Access to Customizable Wealth Planning Solutions for 100,000+ Financial Advisors

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Wealth and Asset Management

St.Galler Kantonalbank goes live on bLink from SIX

October 21, 2021

With the connection to bLink, St.Galler Kantonalbank is implementing its first open finance use case.

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Wealth and Asset Management

BTG Pactual announces agreement with Nomura

October 21, 2021

This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.

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Wealth and Asset Management

Investments & Wealth Institute's New Alliance Expands Member Benefits

October 21, 2021

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.

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Wealth and Asset Management

Barclays Q3 beats expectations on strong investment bank performance

October 21, 2021

The British bank reported profit before tax of 2 billion pounds ($2.76 billion) for the July-September period

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Wealth and Asset Management

SJP: Third quarter flows and funds under management

October 21, 2021

As a result, we expect growth in gross inflows for the full year to be around 25%.

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Wealth and Asset Management

Rathbones completes the acquisition of Saunderson House

October 21, 2021

Here, Paul Stockton, CEO Rathbones and Tony Overy, CEO of Saunderson House talk briefly about the deal and the future.

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Wealth and Asset Management

Dubai unveils new rules to address needs of ultra-wealthy families

October 21, 2021

Dubai has emerged as one of the most popular cities in the world for ultra-wealthy families, after more than 2,000 high-net-worth individuals moved to the emirate in the first six months of 2021.

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Wealth and Asset Management

AJ Bell credits £3.8bn adviser inflows to ‘competitive’ price

October 21, 2021

As a whole - including AJ Bell's investment business as well as its platform - the company had assets of £72.8bn - up 29 per cent.

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