06/08/2023
1 in 20 M&G staff expected to exit in cutbacks
The firm expects further office closures in the second half of this year
Wealth and Asset Management
06/07/2023
Zwei Wealth: Private Banking Became an Outdated Model
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
06/06/2023
Former Julius Baer EM heavyweight launches boutique
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
Sterling wealth portfolios suffer on inflation surprise
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
Coutts Monthly update: Rise of the machines
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Lync Wealth Management snaps up two more firms
Adviser Services Holdings expands national advice arm
06/06/2023
SG Kleinwort Hambros forms private banker team for entrepreneurs offering
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
Titan Wealth Holdings collaborates with IA to launch intern programme
Partnership with Investment 20/20
06/05/2023
Asset Managers are Neglecting an Important Client Group
The main reasons were the slump in the financial markets, high inflation, rising interest rates, and geopolitical turmoil.
06/05/2023
UBS expects to complete Credit Suisse acquisition as early as 12 June 2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.
06/05/2023
Hawksmoor signs up for BITA Risk’s Enhanced portfolio monitoring service
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
Liontrust to acquire GAM Holding AG
The Consideration will be satisfied by the issue of 9.4 million new ordinary shares in Liontrust
06/05/2023
UBS Mulls Delaying Quarterly Results
The government-sanctioned takeover of Credit Suisse by UBS is facing legal action at home and abroad, but also political opposition.
06/02/2023
Next Gen: Charles Benson, LGT Wealth Management
This Week's Next Gen star is Charles Benson, chartered wealth planner at LGT Wealth Management.
06/02/2023
Global High-Net-Worth population sees biggest decline in size and wealth for over a decade
Equity market plunge saw HNWIs lose $3 Trillion in wealth; North America retains top wealth spot, while Africa, Latin America, and the Middle East were the only growth regions
06/02/2023
Liontrust's new Special Sits duo back wealth platforms and pizza
Victoria Stevens and Matt Tonge, the latest additions to Liontrust's £4.9bn Special Situations team, make the case for investing in UK wealth platforms, pharma company GSK and global pizza chain Domino's.
06/02/2023
Credit Suisse real estate bosses reunite at Zug boutique
The two recruits, who both join from Credit Suisse, have joined R2 Partners.
06/02/2023
SJP's succession: Five priorities for the next chief executive
Advice giant has employed head hunters to search for a new leader
06/02/2023
UBS to keep Credit Suisse's private banking business in Spain
UBS plans to retain the domestic wealth management business of Credit Suisse in Spain.
06/01/2023
Impax Asset Management Group plc Interim results to 31 March 2023
Additional contribution to AUM of £3.3 billion from market movements, investment performance and the impact of foreign exchange effects