03/09/2023
UBS’s Helen Ollivro wins Woman of the Year for Jersey in Citywealth’s Powerwomen Awards 2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
Wealth and Asset Management
03/09/2023
Schroders receives approval to launch first Long-Term Asset Fund
Private assets have the potential to help DC investors achieve their aims of a good outcome in retirement.
03/08/2023
An eventful start to the year for equity markets
The positive tone also reflected an adjustment of expectations among investors, who are now predicting a less severe global recession, while stocks that were oversold in 2022 – like Amazon, Tesla, Meta and Nvidia – rebounded strongly in 2023.
03/08/2023
Quilter plc preliminary results for the year ended 31 December 2022
Quilter Investment Platform net inflows of £2.2 billion (2021: £3.5 billion) representing 3% of opening AuMA (2021: 5%), reflecting an industry wide slowdown in gross flows.
03/08/2023
Sustainable finance: Survey reports differences in how investors in French and German parts of Switzerland invest
Yet in practice, German speakers are actually ahead of the game: only 15% of them have no sustainable investments at all, compared to 26% of French speakers.
03/08/2023
Hawksmoor soars at Citywealth Powerwomen awards
The Award comes on the eve of International Women’s Day, conceived to celebrate women’s achievements, raise awareness about discrimination, and drive gender parity.
03/08/2023
RLAM profits soar 58% despite turbulent 2022
In its annual results to the end of December 2022, Royal London Asset Management reported its pre-tax profit jumped to £210m from £133m in 2021.
03/08/2023
Rosie Allsopp wins gold at the Citywealth Powerwomen Awards
The gold award recognises Rosie's outstanding achievements in her role at Guernsey Finance and her wider influence in the island's financial services sector.
03/08/2023
Quadruple Success for JTC in Citywealth Powerwomen Awards
In addition, JTC was awarded bronze for ‘Best Employer – Career Progression’ in recognition of the firm’s approach to professional development and the career support it offers – backed up by JTC’s shared ownership and i
03/08/2023
HIGHVERN celebrates its own Power Woman
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.
03/07/2023
Fairstone makes second acquisition of 2023
Deal adds £200m in funds under management to the group
03/07/2023
An earnings recession? Reading between company lines
In the US, S&P500 firms’ earnings fell on the previous year for the first time since the pandemic, with materials, financials, technology, utilities and communication services leading the decline.
03/07/2023
Annual financial statements of Credit Suisse real estate funds as of December 31, 2022
In 2022, CS REF Green Property acquired one business property as part of a realignment in Schlieren.
03/07/2023
VP Bank Group holding its own in a challenging environment and proposes an unchanged dividend
The Board of Directors proposes an unchanged dividend of CHF 5.00 per share.
03/07/2023
Credit Suisse expands sustainability offering for corporate clients
New partnership with act Cleantech Agentur Schweiz
03/07/2023
Boutique buys three funds from GAM’s alts platform
The London-based group is to assume responsibility for a trio of strategies with $85m in combined assets.
03/07/2023
Rathbones partners with Social Shifters to support Scottish young entrepreneurs keen to inspire change in society
In a jointly commissioned study, Rathbones Investment Management, a division of Rathbones Group Plc, and Social Shifters conducted their Youth Social Entrepreneurship study, polling over 1,000 young innovators and entrepreneurs in Scotland.
03/07/2023
City of London Corporation Appoints Stanhope Capital Group as Outsourced Chief Investment Officer (OCIO)
Stanhope will provide strategic investment and asset allocation advice, working alongside the City Corporation’s in-house Corporate Treasury and Investment Property teams.
03/07/2023
Deutsche’s private bank cost-cutting crusade pays off
Also notable was a push to slash its cost-to-income ratio to 70% in 2022, from 92% in 2018, aided by a cull of 18,000 jobs.
03/07/2023
SJP partner firm completes first acquisition of 2023
Deal takes its assets under management to around £500m