10/09/2023
Customer money – how the Swiss banks took advantage of their great opportunity
As a rule, asset managers spend a lot of time and money to acquire new customers who have often remained loyal to the institutions for generations.
Wealth and Asset Management
10/09/2023
Pessimism reigns across the wealth management industry
After a difficult 2022, wealth management profitability is on track to see further declines in all regions in 2023.
10/09/2023
UK wealth market remains in top five despite political instability
The UK’s wealth management market remains in the top five despite growing offshoring trends.
10/09/2023
Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts
Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/06/2023
T. Rowe Price's Ritu Vohora: Rethinking fixed income
Beware, inversion ahead
10/06/2023
Bruellan merges with Valais independent asset manager
Bruellan will absorb BCB Asset Management’s team in Valais.
10/06/2023
UBS Legend Raves About Sergio Ermotti
In the current environment, it's not the best way to secure capital and desired valuations, he said.
10/06/2023
1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
10/06/2023
SJP should move to passive funds and overhaul fee structure, says analyst
It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.
10/06/2023
FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq
The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.
10/06/2023
Family office investors favouring ‘passion assets’ in volatile times
Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and watches, latest research shows
10/05/2023
ABN AMRO and Motive Partners form strategic partnership
Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.
10/05/2023
NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG
The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/05/2023
Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region
With offices in Marbella, Javea and Tenerife, Chase Buchanan now provides personalised wealth management and financial guidance, pension transfers and investment support across all the Spanish regions
10/05/2023
Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival
Princess of Wales Conservatory: Saturday 3 February – Sunday 3 March 2024
10/05/2023
Mirova targets €2 billion for its sixth strategy dedicated to energy transition infrastructure
This new vintage will continue to support decarbonization, mainly in Europe, where the need for diverse renewable energy sources has never been greater.
10/05/2023
Quilter announces latest in series of platform upgrades
Over 100 advisers adopt new co-branding in first week since launch
10/04/2023
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage and the Independent Investment Bank award recognises all of our activities across Global Advisory.