09/14/2023
Macquarie Asset Management becomes lead investor in Verkor Series C fundraise
The financing will accelerate the construction of Verkor’s first gigafactory in Dunkirk and the manufacture of high performance low-carbon battery cells.
Wealth and Asset Management
09/14/2023
Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value
The service has been designed so that advisers can maximise capital value in their business and realise it at a time of their choosing, either along the growth journey or when they ae ready to exit.
09/14/2023
Zurich wants to buy Italian Julius Baer subsidiary
Julius Baer's Italian asset management subsidiary is valued at 40 to 50 million euros, the report continues.
09/14/2023
Russia Risks are Through the Roof for Swiss Banking
Another data leak is causing embarrassment for Swiss banks.
09/14/2023
Local Associate Director also named in NextGen list
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/14/2023
Raiffeisen Aims Big by Thinking Small
The group made up of 219 individual institutions is preparing to make its mark in asset management, an area dominated by UBS and Credit Suisse.
09/14/2023
Clients of wealth managers/financial advisers increase exposure to cash and alternatives
Some 23% say their clients have kept the same allocation to cash and just 2% say their clients have decreased their allocation.
09/13/2023
Deutsche Bank announces launch of DB Investment Partners
This will include renewable finance and energy transition financing as well as infrastructure financing globally.
09/13/2023
Söderberg & Partners invests in three UK advice firms
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.
09/13/2023
UBS Clears Out of Credit Suisse Tower in London
In the Credit Suisse Tower in Canary Wharf, the bank will vacate «a number of floors» as a result
09/12/2023
Nomura Asset Management launches new Art. 8 US High Yield strategy
The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.
09/12/2023
Fostering Collaboration: Business and Philanthropy Working Together
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
JTC Named As Finalist In The 2023/24 STEP Private Client Awards
The winners will be announced on 21 September 2023 at a ceremony in London.
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/12/2023
Equitis rebrands, uniting IQ-EQ France
This rebrand marks a major milestone in the Group’s growth journey in France, uniting and streamlining its French operations under a single global identity.
09/12/2023
Swiss Life seeks co-manager for CHF 60bn bond portfolio
They will cover Swiss franc bond and money market funds, institutional mandates and bond investments of the Swiss Life balance sheet.
09/12/2023
Wealth management firm confident after strong year
Total client assets of the group and its associate rose by 2.7 per cent to £15.3bn, up from £14.9bn.
09/12/2023
Julius Baer CEO - bank can grow to $1 trln wealth manager
Rickenbacher said that while a shift in external conditions could improve client confidence, so far some uncertainties remained.
09/12/2023
Ex-Credit Suisse banker’s wealth firm shuts down after bad bets
A holding company for the onetime banker’s investments — including London-based JAR — owed about £8.8 million (RM51.45 million) to unsecured creditors through late April, the filings show.
09/12/2023
Mattioli Woods says "complex" situation drives demand for money advice
Revenue rose by 2.7% to GBP111.2 million from GBP108.2 million, benefiting from both organic growth and acquisitions.