Rising Cost of Risk in Wealth Management

Rising Cost of Risk in Wealth Management

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 management

June 30, 2016
READ MORE →
Investment Solutions for Asset Managers

Investment Solutions for Asset Managers

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 Luxembourg.

June 30, 2016
READ MORE →
Three Quarters of High-net-worth Individuals plan to Invest more in 2016

Three Quarters of High-net-worth Individuals plan to Invest more in 2016

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.

February 04, 2016
READ MORE →

Adar Capital Partners: Hedging Their Bets

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.

January 04, 2017
News

10 Relationship Challenges in Family Businesses and Legacy Families

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.

January 04, 2017
News

The 2016 Wealth & Finance Business Awards Press Release

December 01, 2016
News

2016 Women In Wealth Awards Press Release

2016 Women In Wealth Awards Press Release

November 29, 2016
News

Winners Announced October 2016

Winners Directory 2016

October 27, 2016
News

Wealth and Money Management Awards Press Release

September 26, 2016
News

BlueCrest to Become Private Investment Partnership

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.

December 07, 2015
News

Wealth Management Tech Firm WDX Reports 115% Revenue Growth

Demand for Digital Transformation and Business Intelligence Drives Technology Innovation in the UK Wealth Sector

December 02, 2015
News

Outliving Money is Top Retirement Concern According to New AICPA Survey

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.

November 23, 2015
News

UK Employers Favour Initial Tax Relief for Pension Contributions

November 11, 2015
News

Growth Slows in Challenging Period for Fund Managers

November 09, 2015
News

Demand for advice surges since the introduction of pension freedoms

November 09, 2015
News

Strategic Governance for Family Offices: Why Do It and How to Approach It

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.

October 19, 2015
News

Socially Responsible Investing: The Next Big Thing?

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.

September 25, 2015
News

Investing Elsewhere

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.

August 18, 2015
News

Britons’ Top 5 Misconceptions About Debt Revealed

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.

August 12, 2015
News

InvestYourWay Offer Bitcoin as Part of a Fully Diversified Fund

The first UK regulated investment manager to provide Bitcoin investment as part of a bespoke portfolio

May 21, 2015
News

Technology Enables Inclusion of Alternative Assets in UMA

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.

May 18, 2015
News

Latest issue

January 2017

Wealth & Finance January 2017

Wealth & Finance January 2017

View Online

Subscribe for news

News Stand

View more → Sign up to receive new issues →