03/22/2023
Wren Sterling Completes Acquisitions in Scotland and West Midlands and gains 860 Clients
The two transactions add to the three deals already completed since the start of 2022.
Wealth and Asset Management
03/22/2023
IHT receipts show fresh year-on-year rise
There were no significant changes to the IHT charging regime in last week’s Budget, but the overall silence in this area shouldn’t be taken that the IHT pain on families is being eased.
03/22/2023
Ex-Abrdn advice boss launches firm under Sandringham umbrella
Neil Messenger will lead Professional Independent Wealth Advice as chief executive, after spending two years as advice director at Abrdn Financial Planning.
03/22/2023
Swiss Awards 2023: manager winners revealed
Take a look at the managers who won the Citywire Switzerland Awards 2023.
03/22/2023
Deutsche banking on the Capital
Individual opinions differed, but it was apparent the tide of opinion in the City was to stay a part of the bloc.
03/21/2023
“We've seen a coordinated global response”
Coutts’ investment experts gave their views on current market volatility at an exclusive client event.
03/21/2023
Banking sector: A drop in confidence but not a systemic shock
Volatility within the banking sector is due to very specific issues with the banks affected. We would therefore not expect it to become a deeper, industry-wide issue.
03/21/2023
Blockchain adoption to ‘come naturally’ in wealth management
Alex Cowan-Sanluis, CEO of Platform One, on how blockchain could be a game-changer for the industry, and which hurdles it has to overcome first.
03/21/2023
What does the private bank of tomorrow look like?
Working with people
03/21/2023
Cazenove Capital’s CEO named Top 50 Most Influential in 2023 UK Wealth Management rating
The firm now operates from six offices outside of London, having added Manchester, Birmingham and Bristol to its previous locations in Edinburgh, Oxford and Chester.
03/21/2023
IQ-EQ’s Gwenllian Le Blond wins Silver in Citywealth’s 2023 Powerwomen Awards
Outside of work, Gwenllian is a founding member of the Guernsey Women’s Collective, which champions women’s rights locally.
03/21/2023
Partners Group reports continued management fee growth; performance fees in line with guidance; dividend up 12% to CHF 37.00 per share
Total revenues are composed of management fees and performance fees.
03/21/2023
JPMorgan’s Nutmeg boss on the future of wealth management
Financial News asks the man in charge what the Wall Street giant sees in a comparative minnow in the UK
03/21/2023
Shore Capital: Ditching LTA is ‘major positive’ for UK wealth managers
Analyst Ben Williams predicts a ‘massive’ boost to business even if Labour reverses pensions changes.
03/21/2023
Early generation entrepreneurs drive the outperformance of family businesses
Despite more conservative spending on research & development, evidence also shows family-owned companies can transform an innovative idea into a profitable proposition more effectively than non-family-owned companies.
03/21/2023
Olivier de Perregaux: «When the Storm Hits, It's Too Late»
When it comes to dealing with Russian assets, the authorities are sending out delicate signals, Olivier de Perregaux says in an interview with finews.asia.
03/21/2023
Asset managers need to cut the jargon, JP Morgan manager says
JP Morgan Asset Management boss Patrick Thomson said it is important wholesalers to wealth managers deliver a “huge choice” of products.
03/21/2023
Swiss asset managers digest ‘strange’ Credit Suisse deal
The lack of a vote for shareholders and the write-off of AT1 capital are two talking points.
03/20/2023
Deutsche Bank reports continued delivery of transformation in 2022 and clear targets for 2025
Our 2022 Annual Report underlines how far we have come in transforming Deutsche Bank
03/20/2023
Credit Suisse and UBS to Merge
Until consummation of the merger, Credit Suisse will continue to conduct its business in the ordinary course and implement its restructuring measures in collaboration with UBS.