03/10/2022
Brooks Macdonald’s adviser funds up 60%
Total funds under management climbed £800mn to £17.3bn in the six months leading up to December.
Wealth and Asset Management
03/10/2022
High-net-worths driving demand for onshore bonds
The research, undertaken by PureProfile, surveyed 100 UK-based wealth management advisers between September 22 and 29.
03/10/2022
Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
Credit Suisse's raft of wealth advisers in Moscow stay put as it reveals Russia exposure
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Quilter reports 28% profit growth
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Restrictions have lifted, but what do wealth management firms want as they return to offices?
Many of our clients are boutique financial services firms – for whom, as readers will know, reputation is everything.
03/09/2022
Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/08/2022
IQ-EQ shortlisted for four awards
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.
03/08/2022
Quilter launches 40 model portfolio funds in ambitious expansion
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.
03/08/2022
VP Bank Returns to Profit Growth in 2021
The proposed dividend of CHF 5.00 represents an increase of 25 per cent and underscores the profitability of VP Bank and the aim to provide an attractive dividend yield over the long term, which as at the end of 2021 stood at 5.2 per cent.
03/08/2022
Being a feminist doesn’t mean I’m anti-men – Natalie Campbell
Driving gender parity on International Women’s Day
03/08/2022
Why automated reconciliations are crucial for wealth managers
As a result, many firms are turning to digital transformation to help square the circle of improving data integrity and reporting
03/07/2022
UBS Has $200 Million Exposure to Russian Assets in Loans to Rich
Wealthy Russians with links to President Vladimir Putin have seen their assets frozen across the world
03/07/2022
Schroders launches two new equity funds with a focus on small and micro cap companies in the Nordic region
Schroders has successfully launched two new funds for investors focused on small and micro cap companies in the Nordics, a region which is characterised by cutting-edge technology and superior growth.
03/07/2022
UBP's ESG sovereign local-currency debt strategy
As emerging markets mature and grow, their ability to finance themselves through bonds issued in local currencies will increase, and, consequently, so will opportunities for investors.
03/07/2022
Women: the new faces of wealth
High profile women are increasingly in the spotlight for all the right reasons when it comes to charitable giving and creating foundations.
03/07/2022
Cyprus wealth manager targets key locations across Europe and beyond
Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad.
03/04/2022
UBP partners with CRUX AM
Through this partnership, CRUX will therefore advise UBP on the Bank’s Asia equity funds and mandates