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New wealth management firm launched near York

The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.

Structured products proposition wins Best Performance Benelux award

The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.

A new chapter begins for Pictet in the summer

The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.

Raiffeisen makes company history accessible

There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.

Arbuthnot Latham on why they shun UK equities

Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.

Quintet partners with BlackRock to launch first in series of new funds

Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.

REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris

The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.

CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona

The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.

Titan Wealth snaps up Bristol Planner Aspira

Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.

Liontrust suffers £6bn of outflows in year

In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.

Liontrust GF Pan-European Dynamic Fund launches with over €150m.

The new Fund uses the same investment process

BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas

BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.

Responsible Investment: Two Swiss Asset Managers Among Global Top 10

Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.

Tatton pauses on buys as MPS valuations soar

CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.

UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results

These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.

Wealth and Asset Management