09/15/2022
Brooks Macdonald posts record underlying profits and £800m inflows
FUM down by 4.8%
Wealth and Asset Management
09/15/2022
SJP upgrades financial crime defence
The Napier platform can be delivered via public cloud, private cloud, or on premise.
09/15/2022
Kingswood set for 8 more acquisitions despite pre-tax loss
Operating profit was £4.5m, £1.5m higher than H1 2021.
09/15/2022
UBS Beset by Leadership Rumors
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
09/15/2022
BEKB opens a modernized location in Burgdorf
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.
09/14/2022
GBST to offer interactive tools to UK wealth market
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
09/14/2022
Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya
09/14/2022
PR for the UBS stock does not catch
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Expect further M&A acceleration in wealth management
Private equity backing on rise
09/14/2022
Brown Brothers Harriman’s Kleiser predicts more European asset managers will enter ETF market
‘The ETF wrapper is attractive for all types of reasons’
09/14/2022
Mattioli Woods Issues Final Results for the Year Ended 31 May 2022
I sincerely thank and remain humbled by the continued professionalism, commitment, endeavour and agility that our people have shown in managing our clients’ affairs throughout another challenging year.
09/13/2022
EFG International publishes agenda for its Extraordinary General Meeting
EFG International today published the invitation to its Extraordinary General Meeting (EGM), which is scheduled to take place on 06 October 2022 with no public attendance.
09/13/2022
Boris Collardi to Get a Raise Upon Joining EFG Board
Classen was nominated to be chairman after Peter Fanconi unexpectedly announced in July he would step down and depart at the end of October
09/13/2022
Mattioli Woods made £46m from acquisitions last year
Mattoli Woods’ strategic goals are to grow group’s operations towards £300m of revenues, £30bn of total client assets and £100m of EBITDA.
09/13/2022
UBS provides update on its 2022 capital returns to shareholders
UBS to accrue for anticipated 2022 dividend of USD 0.55 per share; anticipates share repurchases will exceed USD 5bn for 2022
09/13/2022
German wealth manager to launch Swiss equity fund
The fund will be available to financial intermediaries in Switzerland.
09/13/2022
Why isn't gold working?
Gold was the best performing asset class during the 1970s, with the price appreciating more than ten times higher in dollar terms.
09/13/2022
Quilter Investors launches timber strategy for new WealthSelect portfolios
The fund will also focus on companies through the timber value chain which provide bio-degradable substitutes to plastics, concrete or steel.
09/12/2022
Swiss private banks claim that the EU protects the financial sector
The Association of Swiss Private Banks finds this view to be incorrect and has issued a counterstatement.
09/12/2022
Former UBS Chief Says Switzerland Doesn't Need Two Large Banks
While it is nice that Switzerland has two successful big banks, the domestic market is not dependent on them.