02/15/2024
Bank Cler increases business success and annual profits
The good operating result strengthens the capital base and thus the security and stability of the bank.
Wealth and Asset Management
02/15/2024
ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023
Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.
02/15/2024
CHF 15bn fund group overhauls management at newly bought boutique
Fairway Asset Management invests in both public and private markets.
02/15/2024
Barclays contemplating SocGen UK private bank takeover
However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.
02/15/2024
Close Brothers halts dividends amid 'uncertainty' over FCA motor finance review
Potential reinstatement in 2025
02/14/2024
JPMorgan Global welcomes keen wealth manager with £40m share issue
Update: Defying last year's investment company bear market to see its shares trade at a small premium, top-performing JPMorgan Global Growth & Income launches a fundraise.
02/14/2024
Ray Soudah: «External Asset Managers Are to Blame»
But consolidation has not happened at the rate expected, surprising advisers and regulators alike.
02/14/2024
Successful St.Galler Kantonalbank: more profits, higher dividends
The St.Galler Kantonalbank expects earnings for the 2024 financial year to be at the same level as the previous year.
02/14/2024
Deutsche Bank announces set-up for advising UHNW clients in its home market
Looking ahead, Deutsche Bank will serve its UHNW clients in Germany
02/14/2024
M&G Wealth launches adviser tool ahead of LTA abolition
The tool can easily recognise whether allowances are higher under default or certificate rules.
02/14/2024
Abrdn shareholder sold out after ‘losing confidence’ in management: reports
The business has also restructured, closed or merged more than 250 of its investment funds.
02/13/2024
Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms
Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .
02/13/2024
Carlyle to launch new European Private Credit strategy for private wealth investors
The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies
02/13/2024
Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income
With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.
02/13/2024
JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand
0.6% premium to NAV
02/12/2024
Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank
The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.
02/12/2024
Monthly update: Markets continue positive performance
Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.
02/12/2024
JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
02/12/2024
Comco report on the CS takeover takes a victory lap
This has now apparently resulted in delays in publication.
02/12/2024
SJP remains ‘active advocate’ despite passive move
Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.