12/19/2023
Leonteq acquires 10% stake in BX Swiss
The shares were acquired from the Boerse Stuttgart Group.
Wealth and Asset Management
12/19/2023
Tavistock Investments posts a profitable first half, robust team growth
Adjusted earnings rocketed twelvefold to £1.7 million and earnings per share flipped from an interim loss in the first half of 2022 to 0.04p this year.
12/19/2023
Atomos sweeps up two more advice firms to close out 2023
Firms in Devon and Surrey to be integrated by the end of March
12/19/2023
Geneva private bank on track for record profits
Banque Cramer’s assets under management reached CHF 3.4bn in November.
12/19/2023
How 2023 became the year of the axe for asset management chiefs
From Matthews Asia’s aggressive reworking to Jupiter’s strategic charm offensive, the past 12 months have been a period of downsizing and redirection.
12/19/2023
Schroders joins GREEN to drive sustainability in real estate
Joining GREEN will allow Schroders’ Global Cities team to work alongside its peers to engage with listed real estate companies and implement meaningful change.
12/19/2023
Rathbones Investment Management International wins at WealthBriefing awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
12/18/2023
St James’s Place: wealth manager pays price for fee structure change
Higher borrowing costs make it more expensive for any new buyers of partner franchises
12/18/2023
Asset managers on course to manage EUR 29 trillion in 2023
New report shows benefits of asset managers to investors and the European economy
12/18/2023
Allfunds launches analysis tool with wealth platform Ardan
190,000 funds
12/18/2023
Raiffeisen Switzerland joins SIX Digital Exchange and expands the financial landscape for digital assets in Switzerland
These memberships position Raiffeisen Switzerland at the forefront of the digital asset revolution.
12/18/2023
Swiss wealth managers ‘should have 80% US equities’: Geneva adviser
Gömöri has a huge overweight to technology stocks and is bullish on equities for the next two years.
12/18/2023
Private banks adopt new models to advance digital and AI strategies
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.
12/15/2023
St James’s Place plans to raise up to £1bn to buy out partner businesses
The FTSE 100 wealth manager will drum up funds to ensure clients stay within the group
12/15/2023
Swiss private bank specifies further expansion into Germany
At the beginning of 2024, the Swiss will open an office in the Dreischeibehaus in Düsseldorf.
12/15/2023
Quilter Cheviot celebrates 50th anniversary in Jersey
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.
12/15/2023
10 Best Private Banks for High Net Worth Individuals in the UK: Unveiling Exclusive Banking Services
These institutions excel in offering bespoke services, ranging from tailored investment management to specialized lending solutions and comprehensive wealth planning.
12/15/2023
Exploring the complexities of global wealth management for high-net-worth clients
They are especially vulnerable to market fluctuations and currency exchange rate volatility, heightened by geopolitical instability.
12/15/2023
Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
12/15/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
Selected as Sole Provider of Trading Services, Agreement Also Sees Waverton Traders Join Northern Trust