11/22/2022
Tatton Asset Management 1H Pretax Profit Rose on Record Inflows, Lifts Dividend
Revenue rose to GBP15.9 million from GBP13.8 million.
Wealth and Asset Management
11/22/2022
Schroders Solutions client secures c£400 million buy-in
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/22/2022
Schwyz value AM targets institutional clients after Finma approval
The company is also open to partnering with other asset managers.
11/21/2022
Interim Management Statement for the first ten months of 2022 - Julius Baer
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
11/18/2022
Close Brothers boasts solid first quarter amid higher net inflows
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Credit Suisse «Turbo-Charging» High Net Worth Business
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.
11/18/2022
Meet E4S: the academic venture spearheading the transition to a circular economy
E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.
11/18/2022
RC Brown helps Alan Beaney’s son launch new wealth firm
The son of RC Brown investment director Alan Beaney has launched a wealth business with the support of his father’s firm.
11/18/2022
Rothschild & Co and CarbonCure Technologies announce long-term carbon compensation partnership
CarbonCure is a Canadian company that offers a suite of technologies to the concrete industry that reduce and remove carbon dioxide (CO2) from the atmosphere through mineralisation in concrete.
11/18/2022
Liontrust profits grow 9% despite falling AUM
11% drop in AuMA
11/17/2022
Investec shares drop on £4bn UK wealth squeeze
The 9.1% fall in UK wealth assets has prompted a near 4% dip in the wider group’s share price.
11/17/2022
HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
11/17/2022
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
11/16/2022
First Wealth boss eyes private backing for hybrid advice service
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
11/16/2022
Crédit Agricole du Nord Est announces the creation of 2 vehicles to support business development and transition
The bond debt thus supplements the bank financing without impacting the distribution of the company's capital.
11/15/2022
Sale of North American Asset Management business
Wintrust to expand its Investment Management business, enters into agreement to acquire North American Asset Management units from Rothschild & Co
11/14/2022
Kingswood acquires Glasgow-based Strategic Asset Managers Limited
The opportunity to build our relationships across Scotland is an exciting one as we strive to help more people achieve their goals.
11/14/2022
Storrie ‘energised’ at Adam & Co after Canaccord deal
The Herald last week, the financial services veteran said working under Canaccord has energised him personally, while allowing his team to continue doing what they do best.
11/14/2022
Investment Strategy
After the rude bond market shock, pension funds are now trying to create liquidity in their portfolios and the illiquid property market is bearing the brunt of the same.