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Wealth and Asset Management

02/10/2020

Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?

The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.

02/10/2020

Societe Generale: Fourth quarter and full year 2019 Results

Underlying operating expenses declined -1.0% in 2019.

02/10/2020

Channel Islands private wealth firms merge

We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000

02/10/2020

Chase de Vere called out for lavish adviser incentives

The Chase de Vere whistleblower told The Times the whole event centred around money

02/10/2020

Glasgow-based wealth manager taken over by Independent Wealth Planners UK

£100 million manager AGL Wealth becomes group's first presence in Scotland

02/10/2020

Generali sets up innovation hub for private advisory

Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.

02/09/2020

Rothschild receives award for best HNW Team

This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”

02/07/2020

Sionic shortlisted in prestigious awards

This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.

02/07/2020

Mediobanca profits up on consumer business, wealth management

Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.

02/06/2020

BNP Paribas wealth and asset management revenue continues to grow

The way the Group operates has changed, being more efficient and digital for our clients and employees.

02/06/2020

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

02/06/2020

Credit Suisse Power Balance Shifts as Investors Back Thiam

The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.

02/06/2020

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

02/05/2020

Consolidator attracts new investor

AFH is listed on the Alternative Stock Market (AIM) and since joining that market in 2014, has acquired 50 advice firms.

02/04/2020

Mattioli Woods Reports Another Year of Strong Growth

Revenue up 3.8% to £30.3m (1H19: £29.2m)

02/04/2020

Top-slicing vital for HNW buy-to-let clients – Investec

Average rents across the UK rose by 3.5 per cent to £953 in the 12 months to December 2019, according to the HomeLet Rental Index.

02/03/2020

Exclusive: Multi-boutique platform to acquire Syz AM Luxembourg

The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.

02/03/2020

The Quilter Cheviot Global Income & Growth Fund for Charities launches

Quilter Cheviot acts as the investment adviser to the fund

02/03/2020

Julius Baer presents updated strategy and mid-term targets

Presentation of the 2019 full-year results for the Julius Baer Group

02/03/2020

Real estate investment strategies for family offices

It is estimated that there are about 5,300 single-family offices, of which three-quarters are in North America and Europe.

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