Stuart Platt-Ransom named in 2021 eprivateclient 50 Most Influential
Platt-Ransom’s individual achievements have also been previously recognised.
Wealth and Asset Management
15393 articles found
Estate Planning Tips and Tricks
Nobody wants to confront their own mortality. But estate planning doesn't have to be difficult, complicated or expensive.
UBS beats impact investment target and launches white paper on sustainable finance for The Davos Agenda
Each investment aims to generate a measurable social or environmental impact relating to one or more of the SDGs, as well as a compelling financial return for clients.
Billionaires profit from pandemic: Report
The majority of the 295 economists from around the world canvased in the survey predict the pandemic will fuel income inequality in their respective countries.
As money ploughs into global funds, more than eight in ten found to struggle over the long-term
The most recent flow data for global funds from Numis shows that Global was the most popular geography in the first 10 months of 2020, with £4.5bn of net inflows.
EFG International enhances presence in Cyprus
This enhanced presence in Cyprus will lay the foundation for further increasing EFG’s exposure to markets with long-term growth potential.
Financial trends that have been accelerated by the pandemic
A global view from Michael Power, Strategist at Ninety-One
HP Wealth Management Acquires Sophisticated Platform
Teamwork is an independent international group, founded in 1999 in Geneva by its CEO Philippe Rey-Gorrez.
Credit Suisse: Philipp Wehle Gives His Unit a New Look
This closeness to its clientele enabled the bank to grasp the needs of its clients more precisely.
UBS: Seven-Fold Surge Potential for Wealth Revenue in China
UBS believes that private banking domestically is not only set for a major profit boost but also a «potential key enabler of a diversified and open financial sector
Raymond James Financial Reports First Quarter of Fiscal 2021 Results
Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat
Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions
Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.