SCM Direct is an innovative online investment manager offering clients direct low cost to
high-end wealth management that is smart, common sense and modern. First launched
in 2009 as a reaction to the 2008 financial crisis SCM is based just off Sloane Square,
Westminster, London. We spoke to the firm’s Founding Partner, Gina Miller, to find out
more about the company and the key issues around the rising cost of risk in wealth
Quartal Financial Solutions is a market leading
provider of revenue and expense management
systems, specialising in commission and fee
management. Established in 1999 we are
headquartered in Zurich, Switzerland and
have offices in London, Frankfurt, Paris and
Three quarters of high-net-worth individuals plan to increase contributions to their investment portfolios in the first half of 2016, reveals a new global poll.
Adar Capital Partners (ACP) specialises in asset management and wealth management, seeking strong returns for investors by identifying undervalued opportunities that markets sometimes assign without basis. We invited Diego Marynberg to tell us more about the firm and its investment strategy.
At Aspen Consulting Team (ACT), we work with family businesses and legacy families as they walk the balance beam between love and money, socio-emotional wealth. Using a metaphor from the golf course—we go into the deep weeds and thicket of family dynamics and get the ball out to the short grass—so family members and their financial and legal advisors can move it forward. We work with family businesses and legacy families at the top 1% financial level.
2016 Women In Wealth Awards Press Release
Winners Directory 2016
BlueCrest Capital Management Limited "BlueCrest" announces it will, over the next several months, transition to a Private Investment Partnership, and will return to its clients the $8 billion it currently manages on their behalf.
Demand for Digital Transformation and Business Intelligence Drives Technology Innovation in the UK Wealth Sector
Americans are fearful of outliving their money in retirement and feeling stressed about healthcare costs, according to a new survey from the American Institute of CPAs.
Amelia Renkert-Thomas, Co-founder of family business consultancy Withers Consulting Group, outlines the need for governance and the different approaches family offices can take to it, in partnership with the Family Office Association.
There has been an increasing trend in some parts of the world to focus on Corporate Social Responsibility (CSR). CSR is a term frequently used to encompass a whole range of corporate activities but which fundamentally encompasses corporate self-regulation: how large corporates ensure that their businesses respect the law and certain ethical and moral standards and in many cases give something back to the community.
Taxpayers are expected to reduce their inheritance tax bills by a record £565m this year by investing in unlisted companies, according to Radius Equity, the provider of tax efficient private equity investments.
New research by the UK’s top discount brand has revealed the top five misconceptions that Britons have surrounding debt, with 42% of Britons believing that if you ignore a company that you owe money to for long enough, the debt will go away.
The first UK regulated investment manager to provide Bitcoin investment as part of a bespoke portfolio
Over the last few years, the managed account industry has made significant progress in supporting
additional assets and strategies, particularly through UMA programs. These developments are of vital
importance, as UMA programs are gaining traction with an increasing number of investors.
Wealth & Finance January 2017
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