09/13/2022
Mattioli Woods made £46m from acquisitions last year
Mattoli Woods’ strategic goals are to grow group’s operations towards £300m of revenues, £30bn of total client assets and £100m of EBITDA.
Wealth and Asset Management
09/13/2022
UBS provides update on its 2022 capital returns to shareholders
UBS to accrue for anticipated 2022 dividend of USD 0.55 per share; anticipates share repurchases will exceed USD 5bn for 2022
09/13/2022
German wealth manager to launch Swiss equity fund
The fund will be available to financial intermediaries in Switzerland.
09/13/2022
Why isn't gold working?
Gold was the best performing asset class during the 1970s, with the price appreciating more than ten times higher in dollar terms.
09/13/2022
Quilter Investors launches timber strategy for new WealthSelect portfolios
The fund will also focus on companies through the timber value chain which provide bio-degradable substitutes to plastics, concrete or steel.
09/12/2022
Swiss private banks claim that the EU protects the financial sector
The Association of Swiss Private Banks finds this view to be incorrect and has issued a counterstatement.
09/12/2022
Former UBS Chief Says Switzerland Doesn't Need Two Large Banks
While it is nice that Switzerland has two successful big banks, the domestic market is not dependent on them.
09/12/2022
Fairstone enters Irish market with latest purchase
Fairstone said the service has been a unique player in Ireland, combining insight with an innate understanding of digital trends to serve its target market.
09/12/2022
Credit Suisse Poses Idea of Equity Stake for Investment Bankers
Earlier this year investment banking co-head David Miller said in a townhall that the aim was to transform the unit to become capital-light and advisory-focused
09/09/2022
Hugh Elwes: Expect further M&A acceleration in wealth management
Wealth managers have emerged from the pandemic relatively unscathed and have now returned to face meetings with clients and are gathering further assets, often arising from client cash flows accumulated through the pandemic.
09/09/2022
Evelyn Partners continues expansion of Newcastle office with addition of Scholes & Brown team
Evelyn Partners last month moved into its new Newcastle offices at St Ann’s Quay, which provides triple the space of its previous premises in the city.
09/09/2022
Benefits of enterprise agility for the wealth and asset management industry
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/09/2022
Credit Suisse buys out partner in China joint venture
The Swiss bank will acquire the 49% held by Founder Securities for CHF 190m, giving it full control of the operation.
09/08/2022
FNZ invests in proptech Nokkel to provide visibility over property assets
The investment forms part of a wider partnership that sees Nokkel’s market leading solutions integrated into FNZ’s global wealth management platform.
09/08/2022
Bordier: 'Not for sale, never has been, never will be'
He became a very familiar figure among advisers in the early to late-2000s for his work with Skandia
09/08/2022
Adviser purchases of investment trusts hits highest level
Head of intermediary communications at the AIC, Nick Britton, said historically, market downturns have been a great time to buy investment companies.
09/08/2022
UK wealth consolidator buys IFA company
Goldsborough Wealth is a sound strategic fit for the group that will both complement and enhance our overall offering for clients.
09/08/2022
M&G and Invesco top 100 Club rankings
To be included, a fund is expected to have beaten the benchmark by at least 5 per cent on a one-year basis.
09/07/2022
JTC Private Office Shortlisted in the 2022 Spear's Awards
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
St James’s Place taps AML regtech Napier for customer screening solution
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or