05/09/2022
One Hand Gives, the Other Takes
Investigators confirmed to finews.com in 2019 that the PNF was taking action against Credit Suisse over untaxed funds from French clients in Swiss accounts.
Wealth and Asset Management
05/06/2022
Rothschild & Co wins Best Equity Capital Markets Adviser
Allfunds Group's IPO, on which we advised, was also recognised as Equity Capital Markets Deal of 2021.
05/06/2022
UBS Investor Sentiment: Investors concerned about the war yet stay the course with their portfolios
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/06/2022
Former Jupiter exec hits out at firm's management
Its share price has been consistently lower in recent years, dropping 63 per cent in the five years to April 29.
05/06/2022
Citi Speeds Push to Add 700 Private Bankers With Europe Outposts
Citigroup will increase headcount at both offices in coming months.
05/05/2022
Fairstone adds £135mn with Cumbria IFA purchase
The deal brings more than 1,700 clients to the group, as well as 10 advisers and staff.
05/05/2022
PIMFA Launches 'PIMFA Wealthtech' Supported by Morningstar
The new initiative will also address the role of technology in supporting industry trends
05/05/2022
St James’s Place partner firm eyes Scotland
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
05/05/2022
Credit Suisse Supertrends: outperformed in 2021 transcending business cycles and volatility
Five years after their launch, Credit Suisse’s Supertrends continue to focus on long-term and multi-year societal trends that should lead to fast-growing business opportunities.
05/05/2022
Cardea Group strengthens market position through acquisition wealth manager
With this acquisition, Cardea is accelerating its already established growth path and further leveraging synergies within the group.
05/05/2022
Pictet AM to partner with natural capital research programme
It will work alongside consortium members including the UN Principles for Responsible Investment and Stanford University.
05/05/2022
Rathbones announces Q1 2022 results
Rathbones remains focused on delivering the strategic plans we set out at our full-year results
05/04/2022
Schroders awarded £1.5bn
Schroders Capital will run the workplace pension scheme’s private equity investments.
05/04/2022
L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry
The industry remains in a state of flux and business models continue to evolve
05/04/2022
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation.
05/04/2022
UK Wealth Management: Spotlight on Value Creation
This layer includes the spectrum of wealth managers
05/04/2022
Monthly market review: April showers
After a dismal first quarter of the year, the month of April only saw equity markets volatility increase / continue and proved to be the worst month for a bond/stock portfolio in over two decades. Here are 10 stories to remember from an eventful month.
05/04/2022
Recession in Q2? What key economic data say
2022 is a risky year, in markets as well as the economy.
05/04/2022
UBS Investor Sentiment: Investors concerned about the war
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/04/2022
Hargreaves hires five investment veterans ahead of fund launches
Robert Farago, Stephen Barnett, John Page, Ziad Abou Gergi and Thomas Wells will join the asset manager ahead of the company’s 19 upcoming fund launches.