08/09/2023
Wealth management 2.0 – the new way to manage your clients' finances
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
Wealth and Asset Management
08/09/2023
JPMorgan Scales Back Geneva Family Office Ambitions
Geneva is one of JPMorgan's main hubs for private banking in Europe, along with London and Luxembourg.
08/09/2023
GAM Confirms No Delay to Upcoming EGM
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
7IM moves London HQ as owner Caledonia hunts for buyers
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
ABN AMRO reports net profit of EUR 870 million for Q2 2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
Revealed: Schroders rebrands fixed income team as Houdain takes charge
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.
08/09/2023
European investors shift towards hedge funds and alternatives
The research also spotlighted the growing popularity of semi-liquid funds, especially among the high-net-worth (HNW) and ultra-HNW (UHNW) investor brackets.
08/09/2023
Abrdn CEO Stephen Bird: Closing Gars was the right thing to do
Fund manager's boss looks to potential future deals as he hopes to put Gars' fall from grace behind the firm
08/09/2023
Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
08/08/2023
Monthly update: positive market momentum continues in July
Inflation provides a pleasant surprise that encourages investors, and we make some small but important changes to our positioning.
08/08/2023
BCGE: Record Earnings
Half-year Group results as at 30 June 2023
08/08/2023
Top private markets firms capture $510bn of wealth market
The ten largest private markets asset managers, from Blackstone to EQT, are all trying to crack a $12tn wealth market by launching new funds and expanding into new regions.
08/08/2023
Quilter introduces additional adviser model ‘Quilter Partners’
Quilter Partners will provide an opportunity for firms to realise the value they have built up within their businesses now and at the point of exit through a sale.
08/08/2023
Piguet Galland joins the very select circle of Swiss Banks Certified B Corp™
Based on an assessment comprising almost two-hundred questions, the certification confirms that Piguet Galland meets not only societal, environmental and governance requirements, but also offers transparency towards its public.
08/08/2023
Younger generations look to switch advisers for inherited wealth
It found that many Millennials and Generation Z do not have a relationship with the adviser who currently manages the assets they stand to inherit and that this poses a "significant challenge" to advisers.
08/08/2023
Financial Times and Schroders announce new partnership for Business Book of the Year Award
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
08/07/2023
Long-term management at UBS in Bern becomes independent
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Up-and-coming DFM buys London arm of Swiss family office
Dark Star, set up by ex-JPMorgan wealth managers three years ago, also plans to ‘broaden’ its investment offering with UK Oeic launch.
08/07/2023
Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice