Risk Management
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News Team on 30/09/2022
Quilter’s WealthSelect managed portfolio service has been positioned for a recessionary environment, according to the firm
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News Team on 26/09/2022
Credit Suisse has launched its new Credit Suisse Single Family Office Index, a gauge for SFOs to compare investment performances across peers, as well as its Single Family Office survey, which focuses on the factors affecting family offices’ investment decisions
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News Team on 16/08/2022
Fast-growth businesses in Scotland attracted over half a billion pounds of venture capital (VC) investment in the first half of 2022, despite investors becoming more cautious globally, according to the latest figures from KPMG UK
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News Team on 08/08/2022
Standard Chartered’s Consumer, Private and Business banking (CPBB) business has launched an internal phishing campaign.
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Isabel Baxter on 04/08/2022
For Barclays Private Bank, holding investment positions for the long term is the key driver of the firm’s investment success.
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News Team on 13/05/2022
Family offices have work to do to adapt to changes in social, economic, regulatory, and technical changes, according to the new Single Family Office Study conducted by professional services network EY.
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News Team on 23/03/2022
US regulator proposes new rules which would require firms to disclose climate-related risks such as greenhouse gas emissions and their effects on the business.
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News Team on 17/01/2022
FCA actions in 2021 resulted in financial organisations in the UK being fined £568 million in 2021.
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Katie Royals on 13/01/2022
US inflation has reached a 40 year high, increasing seven percent year-on-year for the first time since June 1982. Inflationary pressures have been rising globally over the past months. Originally dubbed as merely “transitory”, some wealth managers are starting to wonder if inflation may linger for longer than they first thought.
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News Team on 21/12/2021
A survey conducted by investment manager Saltus for its inaugural Saltus Wealth Index has found that half of high-net-worth individuals admit they have been victims of a financial scam
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