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Wealth and Asset Management

11/10/2023

Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year

The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.

11/10/2023

Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets

The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations

11/10/2023

Pension foundation picks EdR as custodian and Mirabaud as asset manager

It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.

11/10/2023

‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been

As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.

11/10/2023

Women in Financial Advice Awards 2023: Winners' gallery

Photos from the awards ceremony held in London on 1 November

11/10/2023

Lombard Odier’s advertising campaign wins again

Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.

11/09/2023

Cooper Parry Wealth adds £220m AUM with latest acquisition

Third acquisition of 2023 for CPW and sixth for wider group

11/09/2023

Julius Baer Walks on Eggshells in Italy

The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.

11/09/2023

More bond managers should take FX risk: UBP selector

The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.

11/08/2023

UBS Group's Wealth Management Inflows Show September Acceleration

The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.

11/08/2023

Private banking: maybe you do fit the profile!

A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.

11/08/2023

ABN AMRO reports net profit of EUR 759 million for Q3 2023

Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.

11/08/2023

Iqbal Khans Surfs a Wave of New Money

It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.

11/08/2023

Ex-GAM chair on Liontrust, NewGAMe and what he would’ve changed

In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.

11/08/2023

UBP doubles down on RMs to capture Southeast Asia wealth boom

The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.

11/08/2023

Titan Wealth Reaches change of control Milestonewith Parthenon Capital

Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a comprehensive client-to-custody strategy.

11/08/2023

Titan Investment Solutions appointed to manage Tideway UCITS Funds ICAV

As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund.

11/08/2023

What the Bank of England’s low growth forecast means for private banking

The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.

11/08/2023

Wealth managers and stockbrokers to face 'more assertive, intrusive' regulation, FCA warns

On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.

11/08/2023

UBS offers first AT1 bonds since Credit Suisse takeover

Sold in two tranches

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