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Wealth and Asset Management

12/05/2024

Moneyhub teams up with Marygold & Co UK to innovate wealth management

Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.

12/05/2024

UBS Stunned by Mafia Analogy at Whistleblower Pressure Trial

Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.

12/04/2024

Schroders finds new home in Zurich

This is also a commitment to Switzerland as a business location.

12/04/2024

Pictet WM moves ETF coverage to active fund analysts

The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.

12/04/2024

Deutsche Bank: Two major changes in Switzerland

He will remain based in Zurich.

12/04/2024

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

12/04/2024

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

12/03/2024

Mapfre Asset Management to use BlackRock's Aladdin platform

The Spanish insurer is set to adopt Blackrock's platform.

12/03/2024

Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline

Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-

12/03/2024

The future of wealth: What industry experts are saying

In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.

12/03/2024

Track to the Future – with HSBC Asset Management’s Dan Rudd

How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months

12/03/2024

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

12/03/2024

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

12/03/2024

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

12/03/2024

Partners Group agrees to acquire real estate platform Empira Group

The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.

12/03/2024

Schroder AsiaPacific Fund plc - Full Year Results

The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.

12/03/2024

SJP clients face £3mn bill for funds they are locked into

Clients will receive some payment as assets are sold over the coming two years.

12/03/2024

Schroders Investment Outlook 2025: Look beyond recent winners for return opportunities

For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.

12/03/2024

IAM Valeur Group buys two Swiss companies

All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.

12/03/2024

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

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