10/18/2023
Swiss fund management expands Zurich team
S&F offers asset managers, banks, insurance companies, pension funds and family offices tailor-made fund solutions according to Swiss law and has branches in Morges VD and Zurich.
Wealth and Asset Management
10/18/2023
LGT obtains global Great Place to Work certification
LGT has been certified by the international consulting and research institute Great Place to Work as an excellent employer.
10/18/2023
Brooks Macdonald unveils international gilt portfolio service
Wealth manager Brooks Macdonald has announced the launch of its gilt portfolio service.
10/17/2023
Introduction: UK WealthTech Landscape Report 2023
In the UK, there is plenty to go at. Nowhere is this more pertinent for the UK wealth management community than within the mass affluent sector, either self-made or those that are short to inherit.
10/17/2023
Abbove Selected as a Banking Tech Awards 2023 Finalist
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Jupiter records £1bn outflow and announces new charging structure
Shares in the fund firm were down 10% this morning as its institutional push failed to stem £1bn of Q3 outflows.
10/17/2023
SJP scraps exit fees in charges overhaul
UK’s largest advice company will no longer charge an exit fee on new investment bonds and pensions and has slashed its initial advice charge.
10/17/2023
Wealth manager Aktia choose Temenos to boost modernisation
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.
10/17/2023
Online banking for all: ensuring accessibility in the digital age
How do we make sure an online private banking world remains accessible and inclusive. Avaloq has some thoughts.
10/17/2023
Beyond FS grows its wealth and asset management unit
Beyond FS, a growing transformation expert for banks, wealth, and asset managers, and fintech’s, has recruited another ex-Capco consultant, Ilai Schechter.
10/16/2023
Financial center defies crises – Geneva banks get away with a black eye despite the banking earthquake – News
As an umbrella organization, the foundation represents banks, asset managers and other financial institutions in Geneva.
10/16/2023
DFM with £400m falls into administration
Liverpool wealth manager and stockbroker Blankstone Sington previously agreed with the FCA to stop taking new clients in 2021.
10/16/2023
abrdn to sell European private equity business for £60m
Follows sale of US private equity arm
10/16/2023
Robin Powell: Why SJP might just pleasantly surprise us
Do two of the FTSE 100 behemoth’s big appointments mean it’s serious about moving in the right direction?
10/16/2023
Evelyn Partners increases allocation to government bonds
In addition, it has also made a small adjustment to the balance within the equity element of the portfolios.
10/16/2023
Top asset managers’ private markets AUM flat in tough fundraising season
The largest 25 asset managers run about $3.1tn in private markets and alternatives, up just 7% from $2.9tn in 2022
10/13/2023
SJP set for fee overhaul following consumer duty rules
The firm stated the assessment of its fees and charging model will ensure SJP operates with a “simple and scalable” charging platform for the long term.
10/13/2023
Quilter launches App Hub to enhance platform user experience for advisers
The App Hub will remove the need for advisers to re-key data, improving efficiency and streamlining processes.
10/13/2023
PIMFA celebrates winners of its third Diversity & Inclusion Awards
The awards were created in 2021 by PIMFA to shine a light on the excellent
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey.