04/30/2021
Barclays shares fall despite profits surge and sunny outlook for UK economy
Quarterly earnings more than doubled but a patchy performance from its investment arm and caution on cost spooked investors.
Wealth and Asset Management
04/30/2021
A defining moment for companies tackling climate change
The year 2021 may well turn out to be decisive for climate action.
04/29/2021
Hampden & Co reports significant growth in 2020
Revenue, deposits and loans all increase following strong demand for access to banking expertise in the face of the Covid pandemic
04/29/2021
Amundi - Q1 2021 results
Amundi recorded very good performances in the first quarter of 2021
04/29/2021
St. James's Place enjoys 'exceptional' start to the year
Record flows and positive investment returns take funds under management to £135 billion
04/29/2021
Coutts starts 2021 strong with an increase in profits
This quarter also saw us agree the sale of our Adam & Company investment management business and AIM legal entity.
04/29/2021
Quilter Investors appoints RWC as manager of its Global Equity Value Fund
The fund will follow the same investment philosophy implemented by the RWC Global Income Fund
04/29/2021
Brunel Wealth expands with the acquisition
The addition of Academy Associates takes FUM at Brunel Wealth to £240m.
04/29/2021
Global Financial Crisis vs Covid-19 Pandemic
Global banks have recovered significantly since the floor at around 0.7x book value, a similar level to the trough during the GFC.
04/29/2021
Women and wealth: trends that shape philanthropy, risk and choosing trustees
Around the world, women are increasing their wealth faster than at any point in history. While the current pandemic and economic headwinds are likely to slow women’s wealth, it’s expected to be a bump in the road, rather than lead to any signi
04/29/2021
Schroders' assets under management edges up £9 billion in three months to new record
Its asset management division was responsible for more than £8bn of that increase, with its recently launched wealth division bringing in £0.8bn in the three months.
04/29/2021
Future Wealth Management merges with Frome-based adviser
"I am also excited about the additional professional development opportunities this offers for our team.”
04/29/2021
EFG's Assets Hit Record
Overall, this solid performance resulted in continued strong profitability for the first quarter of 2021.
04/28/2021
Bank reports € 1.6 billion profit before tax in the first quarter of 2021
Our first quarter is further evidence that Deutsche Bank is on the right path in all four core businesses, and is building sustainable profitability,” said Christian Sewing
04/28/2021
Two New Edmond de Rothschild Funds Have Obtained the SRI Label
Two new funds have obtained the SRI label
04/28/2021
HSBC eyes acquisitions to boost wealth management business
Adjusted revenue at the group's wealth division reached $2.38 billion in the first quarter, up 65% from $1.45 billion in the same period a year ago.
04/28/2021
Diary of a Fund Manager - Catalysis - Quilter Cheviot
Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’
04/28/2021
Families using agreed purpose for wealth up 13% in two years
Four Pillars Framework Helps Agree a Shared Philosophy
04/28/2021
Hampden & Co reports revenue growth during pandemic
Chief executive notes high levels of interest from prospective clients following Adam & Co being bought out earlier this month
04/28/2021
Credit Suisse: plotting a comeback after ‘costly mistakes’ took it to the brink
New chair António Horta-Osório will look to overhaul bank’s risk management culture after the Greensill and Archegos failures