News, Comment & Analysis results for Archive

People Moves
26 April 2024

Who’s Moving Where In Wealth Management? – Liontrust, Principal Asset Management

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

New Products
26 April 2024

What’s New In Investments, Funds? – Wisdom Tree, Evolution Equity Partners

The latest news in investment offerings, financial products and other services relative to wealth...

Financial Results
25 April 2024

Mixed Results At Barclays' Private Bank, Wealth Arm

Income rose at the private banking and wealth side although the profit figure slipped. Barclays has...

Financial Results
25 April 2024

Deutsche Bank's Q1 Profits, Revenues Shine

The forecast-beating results, aided by strong revenues on the investment banking side, added to a...

Financial Results
25 April 2024

Lloyds Banking Group's Statutory Profit Dips

The bank's wealth business had total customer deposits in its wealth arm of £10.2 billion, down...

Technology
25 April 2024

Digital Digest: The Latest Tech News – SimCorp

The latest technology news in the wealth management sector from around the world. ...

Tax
25 April 2024

OPINION OF THE WEEK: The End Of UK's Non-Dom System

James Quarmby is a prominent private client lawyer who has spoken and written extensively about...

M and A
25 April 2024

Deals Of The Day: The Latest In Wealth Management M&A – Redmayne Bentley, Blankstone Sington

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Financial Results
25 April 2024

Quilter Posts Positive First Quarter Financial Results In 2024

UK wealth manager Quilter reports a rise in assets under management and administration (AuMA) in...

Company Profiles
25 April 2024

Rapid Ascent For Welrex – Thoughts On Business Models, Consumer Duty, And More

A new firm has already garnered awards, been ranked in wealthtech guides, and is talking about how...

Comment & Analysis results for Archive

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...