01/05/2024
Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker
Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.
Wealth and Asset Management
01/05/2024
Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market
This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.
01/04/2024
Evelyn Partners launches programme to train the next generation of financial planners
Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.
01/04/2024
J Safra Sarasin closes sub-scale sustainable bond fund
Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.
01/03/2024
Boss of Norwich wealth management business dies aged 61
In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.
01/03/2024
Private bank Baumann & Cie is in great shape
The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.
01/03/2024
How the expanded Dormant Asset Act revolutionises financial planning
To date, £1.7bn has been transferred to the Reclaimed Fund Limited.
01/02/2024
Allen Tomas & Co partners with Fairstone Wealth Management
But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.
01/02/2024
How Gen Z is navigating the world of wealth
How does the asset management industry persuade Gen Z to save?
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’
During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.
12/28/2023
CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24
Purpose of these interim financial statements
12/28/2023
Investor confidence 'will return' in 2024
After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.
12/27/2023
Schroders and Lloyds confirm wealth management deal talks
£109bn investment contract from bank has speeded tie-up process
12/27/2023
WH Ireland posts first half loss after challenging market conditions for the broker
It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.
12/22/2023
Private banking and markets in 2024: what’s the outlook?
Will interest and inflation be a burden to private banking markets in 2024?
12/22/2023
Sergio Ermotti: «UBS is Like the Iron Giant from Space»
And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.
12/22/2023
UBS Sets New Standards in Zurich with the Mandarin Oriental
So the city of Zurich now has a new touch of world-class luxury, as was evident during the official opening on Wednesday evening.
12/22/2023
Lombard Odier’s NextGen initiative wins key award
The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.
12/22/2023
Edmond de Rothschild corporate finance advises the private owners in the sale to a family office of a Residential building in the sixth Arrondissement of paris
The family property is a Haussmannian construction of superior quality dating from the late 19th century.