04/18/2024
Raiffeisen makes company history accessible
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
Wealth and Asset Management
04/17/2024
Arbuthnot Latham on why they shun UK equities
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Quintet partners with BlackRock to launch first in series of new funds
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
04/17/2024
CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
04/17/2024
Titan Wealth snaps up Bristol Planner Aspira
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
Liontrust suffers £6bn of outflows in year
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
Liontrust GF Pan-European Dynamic Fund launches with over €150m.
The new Fund uses the same investment process
04/16/2024
BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
Responsible Investment: Two Swiss Asset Managers Among Global Top 10
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
Tatton pauses on buys as MPS valuations soar
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.
04/16/2024
UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results
These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.
04/16/2024
Pictet AM launches ‘one-stop’ euro-denominated credit bond fund
Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.
04/16/2024
MASECO Private Wealth Confirms Relocation to New Headquarters in Central London
The new office space will accommodate the 110 staff members
04/15/2024
Ruffer eyes job cuts as ‘down year’ hits hard
The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.
04/15/2024
Proposed non-dom changes put HNW global mobility in the spotlight
Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance
04/15/2024
GAM tech fund outsources management to Liontrust
The fund’s manager Mark Hawtin has agreed to join Liontrust.
04/15/2024
Third Financial reinforces commitment to HNW wealth market with latest signing
Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.
04/15/2024
BlackRock reworks soft-close limit on Swiss mid-cap fund
Asset management giant has upped the daily limit imposed at the end of last year.
04/15/2024
Loveday & Partners joins Titan Wealth
The company’s directors and its team of advisers and administrators will stay with the business