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Wealth and Asset Management

03/01/2024

Man Group: Results for the financial year ended 31 December 2023

These results reflect the quality of the business we have built, including the breadth and depth of our client relationships, and the merits of our diversified product offering."

03/01/2024

Leonteq publishes agenda and proposals of the Board of Directors for the Annual General Meeting 2024

The Board of Directors also proposes the re-election of Deloitte AG as its statutory auditor for the financial year 2024 and the re-election of the independent proxy.

03/01/2024

Why Pictet’s bond boss is moving from ‘barbell to belly’ bets

Andres Sanchez Balcazar says the investment case for holding a mix of cash and illiquid assets has weakened.

03/01/2024

Deutsche Bank jumps into the breach of the CS corporate customer business

This means that Deutsche Bank is jumping into a gap that was created by the disappearance of Credit Suisse (CS) in the local corporate customer business.

03/01/2024

Bank Avera: Strong profit increase under new management

This is probably due to the growth of customer funds and loans and the increased interest rates, as we can see further.

03/01/2024

Six wishes to make this a Budget for entrepreneurs

The Chancellor should therefore make the Spring Budget on March 6th one that incentivises entrepreneurs and encourages them (and others) to invest in the UK.

02/29/2024

Coutts awarded five stars across all reported categories in the latest UN PRI 2023 result

The latest scoring for signatories for the United Nations-supported Principles for Responsible Investment (PRI) assessment gives Coutts the top, five-star rating across all categories that were reported on.

02/29/2024

Fadi Barakat on REYL Intesa Sanpaolo Finance’s Boutique Independent Offering for the UAE’s Dynamic Wealth Market

It believes that its position as a boutique independent wealth firm is ideal for achieving the best client outcomes and for the firm’s ongoing strategic growth.

02/29/2024

Rothschild & Co Bank: Ex-Credit Suisse Bankers Need to Deliver

They have only had a limited impact on net new money inflows to date even though profit is up significantly.

02/29/2024

San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index

In the United States, Texan cities had a strong year.

02/29/2024

Schroders full-year results 2023

Execution of our strategy delivers growth despite industry headwinds

02/29/2024

WealthSelect MPS added to third-party platforms for the first time

Since inception, WealthSelect has been one of the best performing managed portfolio services in the market.

02/29/2024

BLKB will achieve excellent business results in 2023 and will significantly increase the distribution

The BLKB increases the distributions to the canton and the certificate holders by around 14% and at the same time substantially strengthens its own funds.

02/29/2024

St. James's Place Full Year Results 2023

Robust underlying financial performance impacted by one-off provision

02/28/2024

EFG publishes agenda for its Annual General Meeting 2024

Shareholders can attend the Annual General Meeting (AGM) in person in Zurich or they can vote online or by granting a power of attorney and issuing voting instructions to the independent proxy.

02/28/2024

Advisers say digital wealth managers pushing them into retirement

Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners

02/28/2024

LLB Switzerland with the best result in its history

LLB Switzerland closed the 2023 financial year with a profit of CHF 33.8 million

02/28/2024

Chairman of the Board of Directors of Glarner Kantonalbank has died

Martin Leutenegger has been Chairman of the Board of Directors of Glarner Kantonalbank since 2008.

02/27/2024

Insights on Jersey’s Position in Islamic Wealth Management

Faizal’s contribution to the prestigious report further solidifies Jersey’s position as a forward-thinking, award-winning international finance centre

02/27/2024

Abrdn reveals a fifth of advice jobs cut and 50% write-down

Asset manager merges Abrdn Financial Planning, whose value almost halved in 2023, with Interactive Investor.

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