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Wealth and Asset Management

11/14/2024

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

11/14/2024

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

11/13/2024

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

11/13/2024

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

11/13/2024

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

11/13/2024

Tatton Asset Management sees organic inflows rise by 101% in half-year results

Group revenue increased by 23.7% in the six months to 30 September 2024

11/13/2024

KPMG Asset Management CEO Outlook

Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.

11/13/2024

UBS Wealth’s UK strategy evolves with big Newcastle move

The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.

11/13/2024

Asset Management: Intesa Sanpaolo rationalises activities

The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.

11/12/2024

Two thirds of asset managers expect a significant rise in margin pressure in the next two years

With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder

11/12/2024

Mediobanca Banca: Results for 3M ended 30 September 2024 approved

Group revenues totalled €865m

11/12/2024

Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley

Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.

11/12/2024

Pinebridge Banks on Growing Interest in Asian Investments

Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.

11/12/2024

Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district

This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.

11/12/2024

Intesa Sanpaolo and BlackRock to advance digital wealth management

BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.

11/11/2024

Banca Generali: 9M 2024 Financial Results

Results increased driven by a recovery of demand for managed solutions, favourable financial markets and operational efficiency

11/11/2024

LGT to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice

Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.

11/11/2024

Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance

This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists

11/11/2024

Canaccord Wealth publishes latest performance results

As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.

11/11/2024

Fulcrum to launch private markets LTAF

LTAF to be offered with a flat fee launching 29 November

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887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland

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03-26-2026

UK expats unaware they are set to lose low-cost route to building up state pension

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Jersey and the UK

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