04/10/2024
Year end trading summary and date of full year result
As a result of these substantial inflows, Mercia has begun the new financial year in a strong position.
Wealth and Asset Management
04/10/2024
Wealth Management tech solution wins at WealthBriefing European Awards
Laserfiche enables organisations to digitalise their business processes and manage their files effectively
04/10/2024
Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest
Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.
04/10/2024
Former RBS wealth management brand returns to Glasgow following takeover deal
That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.
04/09/2024
Canaccord Genuity Group Inc. through its wealth management business in the UK, announces completion of acquisition of Intelligent Capital
Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential
04/09/2024
Property tops biggest wealth manager trust trades in Q1
Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.
04/09/2024
Lescaudron affair: In the end the bank loses
The big bank is stubbornly defending itself against this – as is currently the case in Singapore.
04/09/2024
Private wealth sellers fuel £1.7bn Impax quarterly outflow
After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.
04/09/2024
Increased pension annual allowance fails to entice higher earners
According to the survey, the average pension contribution for HNWIs was £35,400
04/09/2024
Hampden & Co increases employment and profits in FY23
Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.
04/09/2024
UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group
Plus: Santander UK withdrawing from Lending Standards Board, and more
04/08/2024
Trinity Investments, Funds Managed by Oaktree Capital Management
The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms
04/08/2024
Pictet WM's Jia on its endowment-style strategy for structured products
The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.
04/08/2024
TISE reports strong growth in new listings to begin 2024
The total market value of all listed securities stood at more than £670 billion at the end of the quarter.
04/08/2024
Fund house is tired of the teasing about its name
At the fund house you now feel like you are in the schoolyard.
04/08/2024
WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
SJP expands VR adviser training with CII course
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
Indosuez’s “Startup Connections” comes to Luxembourg
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
Fixed income: Positive bias towards credit
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Objectway continues its streak in the WealthTech100 for the sixth consecutive year
Chosen by a distinguished panel of analysts and industry experts