04/25/2023
Quilter plc First Quarter 2023 Trading Statement
Average AuMA for the first quarter of £101.8 billion remained modestly below the 2022 full year average of £102.8 billion.
Wealth and Asset Management
04/25/2023
IHT receipts rise by £1bn year-on-year
In the short-term, families would be prudent to give careful thought to their tax planning to ensure they don’t pay more tax than they need to.
04/25/2023
UK Government launches consultation on policies to address carbon leakage
Carbon leakage can occur when different jurisdictions implement different levels of carbon pricing and regulation.
04/25/2023
Real demand pushes gold towards a new standard
Gold has traditionally been presented as a long-term inflation hedge on the expectation that the precious metal retains its buying power over time, and carries no credit risk, even if it does not generate a return.
04/25/2023
European millennials’ appetite for riskier investments in the current volatile market ranks higher than older age groups – EY Global Wealth Research Report
In terms of the preferred channels to receive advice, 47% of all European investors look to speak to advisors virtually, 30% opt for face-to-face interaction, and 23% look to the internet or apps.
04/25/2023
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
04/25/2023
UK's Jupiter reports rise in assets under management
The company's assets under management were 50.8 billion pounds ($63.42 billion) as of March 31
04/25/2023
Investment duo complete wealth manager buyout
Liverpool will be the head office of the new IFA business which they say will look to expand both regionally and nationally with further acquisitions and organic growth.
04/24/2023
GAM Holding ag updates on full year results 2022
As already announced in the ad hoc on 25 January 2023, the Group expects to report an underlying loss before tax of approximately CHF 42.8 million and an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
04/24/2023
Credit Suisse Hit By Massive Outflows
Morningstar banking analyst Johann Scholtz runs over the numbers as Credit Suisse reveals the impact of the March meltdown that led to the UBS takeover
04/24/2023
Credit Suisse reveals £55bn haemorrhage before UBS rescue
Fallen Swiss banking giant suffered torrent of outflows in wake of SVB collapse
04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.
04/21/2023
Wealth manager eyes growth with support from Third Financial
Third has helped Irwin Mitchell reach a point where it can now focus on growth.
04/21/2023
EFG reports record profit in excess of CHF 90 million for the first three months of 2023
This compares to CHF 202.4 million for full year 2022.
04/21/2023
Credit Suisse is Exiting its Global Head of Marketing
It is a somewhat surprising personnel decision considering UBS will apply its more decentralized structure with seven management positions to marketing.
04/21/2023
Raiffeisen publishes annual report 2022
The Raiffeisen Group's annual report contains detailed information on the 2022 balance sheet and income statement as well as on corporate governance and the banking group's sustainability performance.
04/21/2023
Rothschild & Co, HEC Paris and the HEC Foundation team up to develop sustainable finance
Their goal is to develop research into impact finance and support the collective effort to promote the ecological transition of the global economy.
04/20/2023
LGT launches digital development hub in Barcelona
LGT Private Banking is pursuing a new, comprehensive and cross-departmental digitalisation strategy.
04/20/2023
Irwin Mitchell AM inks Third Financial deal to expand its offerings
IM Asset Management announces deal extenstion with platform
04/20/2023
Credit Suisse and Softbank Square off in London
Credit Suisse accuses Softbank of knowing about Katerra's restructuring in 2020 which, according to documents filed in the US in 2021, made the funds inaccessible to Credit Suisse investors.