02/09/2023
Columbia Threadneedle launches sustainable income fund
The new fund will be managed by Nick Henderson and aims to deliver a sustainable income through a portfolio of 30-50 stocks.
Wealth and Asset Management
02/09/2023
Credit Suisse Loses Over $200 Billion of Wealth Assets in 2022
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
02/09/2023
How Arbuthnot Latham plans to 'disrupt' the DFM market
The DFM service is available for clients looking to invest at least £500,000.
02/08/2023
2022 ends with a record annual outflow from retail funds of £25.7 billion
This is the first time that an annual outflow has been recorded, with the next lowest sales total coming in 2008 during the Global Financial Crisis at £4.2 billion.
02/08/2023
Lombard Odier tailors strategies for risk profiles
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.
02/08/2023
Evelyn Partners acquires Leathers LLP
Deal will expand the firm’s professional services presence in the North of England
02/08/2023
Vontobel delivers satisfactory result for 2022
Wealth Management business in particular continued to perform well. In the current uncertain environment, wealth management clients displayed a preference for quality and expertise that benefited Vontobel.
02/08/2023
Investec W&I seals deal for Scottish wealth firm
The acquisition of Edinburgh-based Murray Asset Managements adds 20 staff to Investec W&I's Scottish division.
02/08/2023
Jupiter cuts investment in unlisted assets for open-ended funds
Change in investor sentiment
02/08/2023
Credit Suisse's Banker Bonus Installment Plan
Earlier, there had been reports of the postponement of bonus talks among employees of the investment bank at the managing director and director levels.
02/07/2023
Mattioli Woods sees 45% increase in pre-tax profit
The company announced a 6 per cent increase in interim dividend of 8.8p per share, up from 8.3p in the first half of the year.
02/07/2023
Chris Field no longer manager of Liontrust UK Focus
REVEALED: Chris Field is no longer managing Liontrust UK Focus, after the fund has been hit with nearly £1bn of outflows over three years.
02/07/2023
Credit Suisse Delays Some Banker Bonus Talks
In addition, several rules have been changed with the apparent intention of striking a balance between cuts and incentives to stay with the bank.
02/07/2023
BNP Paribas Group: Results as at 31 December 2022
The Board examined the Group’s results for the fourth quarter 2022
02/06/2023
Julius Baer announces new global image campaign
The aim of the campaign is to generate brand visibility and awareness in Julius Baer’s key markets, providing the frame to all promotional activities that shape the perception of the Group as a personal, forward-thinking, and trusted wealth manager.
02/06/2023
Rothschild & Co has been informed of Concordia’s intention to file a simplified tender offer for the Rothschild & Co shares
The dividend would be paid on 31 May 2023 with an ex-dividend date on 29 May 2023.
02/03/2023
Ten entrepreneurs shortlisted to receive UBS’s 2022 Female Founder Award
The award shines a spotlight on early-stage, women-led companies who are breaking boundaries in the world of financial and enterprise technology
02/03/2023
UBS included in Bloomberg’s Gender-Equality Index for eighth consecutive year
UBS has announced that for the eighth consecutive year, the firm has been included in the 2023 Bloomberg Gender-Equality Index
02/03/2023
Van Lanschot Kempen enters into strategic partnership with Robeco and acquires online investment platform
The online distribution platform for investment services of Robeco Retail will merge with Evi van Lanschot.
02/03/2023
PKB launches its new strategy and brand identity
The human-centered approach is rooted in PKB’s strategy, both in terms of attention to the employees as well as in its capacity to dedicate time and experience to listen to clients’ needs and aspirations helping them to thrive.