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.
Wealth and Asset Management
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.
12/15/2022
Fairstone adds £200mn FUM with Devon-based IFA purchase
As part of the deal, nine advisers and staff will join Fairstone Group as well as more than 800 clients.
12/15/2022
Swiss National Bank tightens monetary policy further and raises SNB policy rate to 1.0%
Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.
12/15/2022
Revealed: The sectors where GAM could launch new strategies
The head of global investments also discussed sustainable investing, arguing that many existing funds are too preoccupied with regulatory outcomes.
12/15/2022
GAM Wins IMPACT Awards for its Climate bond strategy
The award was presented by Environmental Finance, which recognises the work of impact investors
12/15/2022
Valais IAM acquires family office
Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.