04/27/2023
Santander records massive jump in wealth management in Q1 2023
Private banking by itself saw net profit in Q1 2023 hit €287m, more than twice the number from the same quarter a year before.
Wealth and Asset Management
04/26/2023
TISE launches private markets offering
TISE Private Markets provides unlisted companies with access to an integrated set of tailored electronic trading, settlement and registry solutions.
04/26/2023
Giving money to younger generations – what are the options?
With so much financial pressure on young people, more and more families are looking at ways to pass money from one generation to the next.
04/26/2023
Evelyn Partners delivers a record quarter of £1.7 billion of gross new assets
Continued strong growth in Professional Services, with operating income of £45.2 million in Q1, up 20.9% compared to the same period last year.
04/26/2023
Credit Suisse sheds Swiss fund market share to rivals
UBS, BlackRock and Pictet are among the beneficiaries.
04/26/2023
Titan Asset Management launches Equity Growth fund
IFSL Titan Equity Growth fund
04/25/2023
UBS's first-quarter 2023 results
1Q23 net profit of USD 1.0bn, with strong client inflows
04/25/2023
Credit Suisse reports pre-tax income of CHF 12.8 bn with a CET1 ratio of 20.3% in 1Q23
The consummation of the merger remains subject to customary closing conditions.
04/25/2023
Quilter plc First Quarter 2023 Trading Statement
Average AuMA for the first quarter of £101.8 billion remained modestly below the 2022 full year average of £102.8 billion.
04/25/2023
IHT receipts rise by £1bn year-on-year
In the short-term, families would be prudent to give careful thought to their tax planning to ensure they don’t pay more tax than they need to.
04/25/2023
UK Government launches consultation on policies to address carbon leakage
Carbon leakage can occur when different jurisdictions implement different levels of carbon pricing and regulation.
04/25/2023
Real demand pushes gold towards a new standard
Gold has traditionally been presented as a long-term inflation hedge on the expectation that the precious metal retains its buying power over time, and carries no credit risk, even if it does not generate a return.
04/25/2023
European millennials’ appetite for riskier investments in the current volatile market ranks higher than older age groups – EY Global Wealth Research Report
In terms of the preferred channels to receive advice, 47% of all European investors look to speak to advisors virtually, 30% opt for face-to-face interaction, and 23% look to the internet or apps.
04/25/2023
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
04/25/2023
UK's Jupiter reports rise in assets under management
The company's assets under management were 50.8 billion pounds ($63.42 billion) as of March 31
04/25/2023
Investment duo complete wealth manager buyout
Liverpool will be the head office of the new IFA business which they say will look to expand both regionally and nationally with further acquisitions and organic growth.
04/24/2023
GAM Holding ag updates on full year results 2022
As already announced in the ad hoc on 25 January 2023, the Group expects to report an underlying loss before tax of approximately CHF 42.8 million and an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
04/24/2023
Credit Suisse Hit By Massive Outflows
Morningstar banking analyst Johann Scholtz runs over the numbers as Credit Suisse reveals the impact of the March meltdown that led to the UBS takeover
04/24/2023
Credit Suisse reveals £55bn haemorrhage before UBS rescue
Fallen Swiss banking giant suffered torrent of outflows in wake of SVB collapse
04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.