12/22/2022
Reclassification of a portfolio of financial assets
This reclassification will help to reduce volatility in the Group’s regulatory capital and will have no impact on its income statement.
Wealth and Asset Management
12/22/2022
Cazenove Capital releases its market outlook for 2023 press release
In this short video Christopher delivers his views on the global economy, inflation, interest rates, corporate earnings and energy prices.
12/22/2022
IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
12/22/2022
UBS, Deutsche Bank focus on India's wealthy while interest in China wanes
“We are witnessing increasing interest among resident Indian investors to build portfolios in international markets.”
12/22/2022
Mixed signals as rate hikes continue
The good news is that real disposable income has started growing again, helped by the lower monthly price increases and the strong labor market.
12/21/2022
Ex-HSBC and Coutts heavyweight launches DFM arm for Radiant
Consolidator Radiant Financial Group has taken a swipe at benchmark-hugging wealth managers as it launches a discretionary fund management service fronted by Minesh Gajjar.
12/21/2022
Swiss private bank merges with multi-family office
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
12/20/2022
UBS Asset Management and J.P. Morgan Execute First Electronic Bilateral Trade via FlexTrade's FlexFI
Actionable liquidity on European credit is now seamlessly available within FlexTrade's EMEA trading workflow.
12/20/2022
Parmenion adds RBC Brewin Dolphin and Morningstar portfolios to adviser platform
They will also still be able to access Parmenion’s own DFM model portfolio solutions.
12/20/2022
Newton IM fund manager Suzanne Hutchins dies
The lead on Real Return strategy had been with the company for almost three decades.
12/19/2022
iM Global Partner announces strategic investment in Berkshire Asset Management
Through this strategic partnership, Berkshire joins iM Global Partner's extensive global asset management family and distribution network.
12/19/2022
UniCredit, Azimut partner to distribute asset management solutions in Italy
The Italian bank, through this deal, will also look to distribute its banking solutions to Azimut.
12/16/2022
Responsability to launch two impact strategies for giant UK asset manager
M&G, which recently purchased Responsability, has committed CHF225.7m to the strategies
12/16/2022
WH Ireland Group Interim Results for the Six Months ended 30 September 2022
Administrative expenses reduced by £2.2m year on year
12/16/2022
WH Ireland feels the impact of challenging market conditions
The Wealth Management division saw total assets under management fall to £2.1bn, down from £2.4bn in H1 2021.
12/16/2022
Three peculiarities of 2022 – a year in review
Central banks are having their final word for 2022 this week, but for now, we will provide a year-end review.
12/16/2022
Kingswood Holdings buys Berkshire practice for up to £6.2m
This would see £3.1m paid on completion and the balance paid on a deferred basis, which is subject to the achievement of pre-agreed performance targets.
12/16/2022
'Giving back was always a core part of SJP'
"What we often do with many of our charities is provide volunteer support, or we have people mentoring the charity leaders, or just giving time.
12/15/2022
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
Fairstone, Kingswood and Perspective all announce new deals
The deal further expands Fairstone’s nationwide coverage and takes total FUM under the group’s umbrella to more than £13bn.