JP Morgan issues first non-QM credit risk transfer notes
JPMWM originates prime jumbo loans and offers fixed-rate, adjustable-rate, interest-only mortgages, and Home Equity Line of Credits (HELOCs).
Wealth and Asset Management
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Coutts and Adam-and-company [ 1] – Annual Results
The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.
Revealed: Arbuthnot shuts Dubai office as managing director exits
Arbuthnot Latham will close its Dubai office at the end of May, less than a decade after launch.
Quilter's Guide to the Budget – what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.
Annual general meeting of Handelsbanken’s shareholders 24 March 2021
The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.
GAM Holding AG announces full-year 2020 results
GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights
Credit Suisse Posts Loss After Burying U.S. Battle
The Swiss bank, led by CEO Thomas Gottstein, also said it had begun a buying back shares last month under a program to repurchase as much as 1.5 billion francs of its stock.
Barclays targets UK wealth in post-Covid expansion plans
The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.
Credit Suisse: Full year and fourth quarter 2020 financial results
Strong underlying performance positions bank to accelerate growth