04/28/2023
Lombard Odier wins two Bilanz magazine awards
This year, Lombard Odier was awarded the "long-time quality leader" prize
Wealth and Asset Management
04/28/2023
Investec W&I CEO rejects insider centralisation push claims
Sources told Citywire that several key exits were linked to concerns that Investec W&I was moving towards a more prescriptive, centralised model, which the firm’s new CEO has denied.
04/28/2023
abrdn merges three multi-manager funds with MyFolio range
Part of consolidation programme
04/27/2023
St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
04/27/2023
Deutsche Bank reports € 1.9 billion profit before tax in the first quarter of 2023
For the full year 2023, provision for credit losses is expected to remain within the previously communicated range of 25-30 basis points of average loans.
04/27/2023
Interim results of the Swiss National Bank as at 31 March 2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
04/27/2023
Where Are Credit Suisse Clients Moving Their Assets?
There are some nascent signs the environment is becoming more favorable.
04/27/2023
Investor group NewGAMe and Bruellan discloses 7.5 per cent stake in GAM Holding AG
The Group holds or has the right to exercise voting rights attached to a combined amount of c.12 million shares in GAM, representing approximately 7.5 per cent of the issued share capital.
04/27/2023
Mattioli Woods acquires a majority stake in White Mortgages Limited
In the year ended 31 March 2022, White Mortgages generated revenues of £0.51 million with a profit before taxation of £0.22 million.
04/27/2023
Schroders' statement on Sir Win Bischoff's passing
Sir Win had a significant impact in shaping Schroders.
04/27/2023
Santander records massive jump in wealth management in Q1 2023
Private banking by itself saw net profit in Q1 2023 hit €287m, more than twice the number from the same quarter a year before.
04/26/2023
TISE launches private markets offering
TISE Private Markets provides unlisted companies with access to an integrated set of tailored electronic trading, settlement and registry solutions.
04/26/2023
Giving money to younger generations – what are the options?
With so much financial pressure on young people, more and more families are looking at ways to pass money from one generation to the next.
04/26/2023
Evelyn Partners delivers a record quarter of £1.7 billion of gross new assets
Continued strong growth in Professional Services, with operating income of £45.2 million in Q1, up 20.9% compared to the same period last year.
04/26/2023
Credit Suisse sheds Swiss fund market share to rivals
UBS, BlackRock and Pictet are among the beneficiaries.
04/26/2023
Titan Asset Management launches Equity Growth fund
IFSL Titan Equity Growth fund
04/25/2023
UBS's first-quarter 2023 results
1Q23 net profit of USD 1.0bn, with strong client inflows
04/25/2023
Credit Suisse reports pre-tax income of CHF 12.8 bn with a CET1 ratio of 20.3% in 1Q23
The consummation of the merger remains subject to customary closing conditions.
04/25/2023
Quilter plc First Quarter 2023 Trading Statement
Average AuMA for the first quarter of £101.8 billion remained modestly below the 2022 full year average of £102.8 billion.
04/25/2023
IHT receipts rise by £1bn year-on-year
In the short-term, families would be prudent to give careful thought to their tax planning to ensure they don’t pay more tax than they need to.