08/01/2023
Einvestment rolls out the new version of wealth management platform
Einvestment’s new version introduces a broader range of customizable settings
Wealth and Asset Management
08/01/2023
Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
07/31/2023
Interim results of the Swiss National Bank as at 30 June 2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2023
Jupiter CEO would consider private markets venture with right partner
As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?
07/31/2023
Nugenis awards Bordier UK £200m mandate
The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.
07/28/2023
Banca Generali to Launch Swiss Operations in November
The Banca Generali Group expects the Swiss offshoot to generate between five and seven billion euros in inflows from Switzerland in the five years starting in 2024.
07/28/2023
GAM Holding AG brings forward date of EGM to 18 August 2023 and Liontrust extends offer period to 4 August 2023
This will allow GAM shareholders to consider the matters being proposed at the EGM earlier than previously scheduled.
07/28/2023
NatWest posts interim growth; IAG swings to profit
This sent stocks in New York lower, after a mostly positive start, having been boosted by a strong economic growth print for the US.
07/28/2023
Barclays combines UK wealth and private banking businesses
To improve customer and client experience
07/28/2023
Measuring what matters
The Julius Baer Foundation adopts ‘The Seven Steps’ approach to measure outcomes that matter.
07/28/2023
WH Ireland seeks £5m to avert collapse after FCA talks
has agreed to a 30% pay cut as the firm battles to survive in adverse market conditions.
07/28/2023
Allfunds to acquire BCC Iccrea Group's local paying agent business
With this transaction, Allfunds will build upon its position in the Banca Corrispondente or local paying agent business in Italy to better serve customers, while strengthening the partnership with an important financial institution in the country.
07/27/2023
Credit Suisse Tower Could Further Upend Canary Wharf
London's Canary Wharf is a place steeped in history.
07/27/2023
SJP shares sink on £859m consumer duty fee cut and stalling flows
Clients rush to cash instead of funds, hitting SJP as regulation changes fee model.
07/27/2023
Vontobel delivers a robust result for the first half of 2023
As a result, institutional investors remained on the sidelines, while private investors sought a professional partner to advise them on how to manage their wealth.
07/27/2023
GKB with higher earning power and a positive outlook
The outlook for the year as a whole is therefore more positive than expected.
07/27/2023
SJP caps fees for long-term clients in response to consumer duty
This includes a decision to reward clients with long-term investments through an annual product management cap on bond and pension investments after they have been invested for 10 years.
07/27/2023
Zurich-based ESG boutique cooperates with German distributor
Collaboration will start in the second half of 2023.
07/27/2023
Standard Chartered partners with L1 Advisors for new era of digital asset management
The collaboration ushers in a new era of digital asset management, providing financial advisors with a hybrid approach to digital asset custody, management, and advisory for the first time.
07/27/2023
Schroders plc - Half-year results to 30 June 2023 (unaudited)
Mutual Funds and Institutional felt the impact of the “risk-off” market sentiment and saw net outflows of £0.8 billion and £5.3 billion, respectively.