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Wealth and Asset Management

09/05/2023

TISE announces record turnover for H1 2023

Record turnover of £5.2 million despite the continued macro-economic headwinds

09/05/2023

The New UBS Embraces Shareholder Value

By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.

09/05/2023

BRI Wealth Management expands with purchase of advice firm

The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.

09/05/2023

Former City Asset Management investment director starts wealth boutique

Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.

09/05/2023

Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln

The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.

09/04/2023

St James’s Place business model under scrutiny after fee cut

As some clients complain about opaque charges, investors worry recent reduction could be just the start

09/04/2023

LGT completes acquisition of discretionary fund management business of abrdn in the United Kingdom

The transaction has also expanded LGT Wealth Management’s footprint in the UK with the addition of offices in Birmingham and Leeds.

09/04/2023

Ex-Brooks Macdonald investment director launches DFM

Daniel Minett has teamed up with P1 Investment Services to launch Five Horizons Wealth Management.

09/04/2023

Celebrate seasonal changes with THANK YOU FROM COUTTS

There’s also the chance to make positive changes in the lives of vulnerable people through the Prince’s Trust.

09/04/2023

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund

The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives.

09/01/2023

Evelyn Partners completes the acquisition of Dart Capital

Dart Capital is a well-established boutique wealth manager based in the City of London with £750 million* assets under management and a team of nineteen people.

09/01/2023

Paul Lorentz, Manulife Asset & Wealth Management: Canada to Europe, via Asia

As an insurer, Manulife already has a global footprint and a remarkably strong presence in Asia, where it has been operational for many decades. 

09/01/2023

Quentin Marshall takes over as CEO at Weatherbys Banking Group

Weatherbys Managing Director has replaced Roger Weatherby as CEO, who will step up to the role of Chairman as part of the family-owned group’s long-term succession plans.

08/31/2023

Pictet announces first-half 2023 figures

The Pictet Group’s total capital ratio remained strong.

08/31/2023

The ESG rules all SJP fund managers must now comply with

SJP's model is to outsource the management of the funds its clients are invested in to third party firms, with the funds then operated under the SJP label.

08/31/2023

Credit Suisse AG, a UBS Group company, announces second quarter 2023 financial results

Provided below is a reconciliation of Credit Suisse’s adjusted results to the most directly comparable US GAAP measures.

08/31/2023

REYL Intesa Sanpaolo triples its net profit in the first half

REYL Intesa Sanpaolo is pursuing an organic growth strategy based on high-potential institutional partnerships and is confident of making further progress in the second half of the year.

08/31/2023

UBS to reduce Swiss workforce by 3,000 in $10 billion cost-cutting move

The world's largest wealth manager could have spun off the business and floated it in an IPO but the domestic bank has been a solid profit-maker for Credit Suisse and last year it was the only division in the black.

08/31/2023

Westbrooke's UK private debt fund achieves R400m record raise from SA investors

This is notable as the large portion of the fund’s investor base comprises South African connected capital.

08/31/2023

2023 1st half-year: Mirabaud announces results in line with its Strategic Objectives and continues to demonstrate its solid financial position

Group assets were CHF 31.5 billion six months earlier.

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