02/02/2023
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
Wealth and Asset Management
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
02/01/2023
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
02/01/2023
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
02/01/2023
Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022
Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.
02/01/2023
Spotlight on Growth Momentum in Asia
Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows
02/01/2023
Grabbing pension tax relief by using carry forward allowances grows in importance
As the end of the tax year on 5 April fast approaches, savers and investors need to think about whether they are using their allowances to maximum effect.
01/31/2023
M&G Wealth unveils investment app
The minimum investment is £500 and is only available to UK residents.
01/31/2023
Alan Boswell Group buys finance firm ARW Wealth Managers Ltd
As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.
01/31/2023
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.
01/31/2023
UBS's fourth-quarter and full-year 2022 results
2022 net profit of USD 7.6bn, 17.0% return on CET1 capital
01/31/2023
Schroders Family Office and Schroders Capital sponsor inaugural London Business School family office conference
Participants will be single-family office executives, Head of Private Equity or Head of Alternative Investment and the families that they support.
01/31/2023
Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income
On a full-year basis, operating income for the year rose 7.1%
01/31/2023
Three Reasons for UBS’s Positive Inflows
How was this possible?
01/30/2023
Export industry defies challenging environment
Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.
01/30/2023
Global asset manager opens office in Switzerland
To bolster its presence in continental Europe
01/30/2023
The UK Buyers Snapping Up Irish Wealth Managers
Kingswood agreed to pay €25.8m to acquire 70% of MMPI, formerly known as Moloney Mortgages Pensions and Investments.
01/30/2023
Liontrust brings in duo to revamp £5.8bn multi-asset range
Liontrust has joined forces with Hymans Robertson and Defaqto to provide strategic asset allocation and risk profiling in anticipation of a very different investment climate over the next decade.
01/30/2023
Arab Bank (Switzerland) Ltd. signs up with Apex Group’s digital bank
Apex Group’s Digital Banking services, delivered by subsidiary EDB provide an agile and responsive solution for institutional clients including Asset Managers and SPVs, Family Offices, Corporates, Trusts and UHNWI.
01/27/2023
Investing in Credit Suisse Rights Offering Pays Off
Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.