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Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income

On a full-year basis, operating income for the year rose 7.1%

Three Reasons for UBS’s Positive Inflows

How was this possible?

Export industry defies challenging environment

Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.

Global asset manager opens office in Switzerland

To bolster its presence in continental Europe

The UK Buyers Snapping Up Irish Wealth Managers

Kingswood agreed to pay €25.8m to acquire 70% of MMPI, formerly known as Moloney Mortgages Pensions and Investments.

Liontrust brings in duo to revamp £5.8bn multi-asset range

Liontrust has joined forces with Hymans Robertson and Defaqto to provide strategic asset allocation and risk profiling in anticipation of a very different investment climate over the next decade.

Arab Bank (Switzerland) Ltd. signs up with Apex Group’s digital bank

Apex Group’s Digital Banking services, delivered by subsidiary EDB provide an agile and responsive solution for institutional clients including Asset Managers and SPVs, Family Offices, Corporates, Trusts and UHNWI.

Investing in Credit Suisse Rights Offering Pays Off

Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.

JTC's Caribbean Team Wins Gold At Citywealth IFC Awards

Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.

Guernsey wins International Finance Centre of the Year award

It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.

Democratising wealth: A unique business opportunity to impact wealth management today and shape the future

Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.

ZKB gains a foothold in Germany

Züricher Kantonalbank has received facilitated market access from BaFin, but has no plans for branches in Germany.

Edelman Builds Out Global Families Practice In Paris

The offer will be headed by Edouard Tétreau, who joins as global chair of Edelman global families and vice president of Edelman France.

Full-year 2022 new business inflows and funds under management update

2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.

Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch

Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership

Indosuez acquires majority stake in fintech Wealth Dynamix

Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks

Growth Remains But Are We Heading Into a Buyers' Market?

Prime London property prices rose in the last quarter of 2022

Bantleon Cuts its Stake in GAM

In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.

St James's Place sees annual funds under management fall

Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.

HSBC UK boss Stuart White: Ditching fossil fuel firms won’t fix climate crisis

HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing

Wealth and Asset Management