07/25/2023
During the period, the business delivered record growth in both gross and net new assets, increased operating income including excellent momentum in Professional Services fee growth
07/25/2023
With success: Migros Bank received several awards in 2023 for the digitization of its customer offering.
07/25/2023
A statement from the firm reports that the industry veteran passed away unexpectedly.
07/24/2023
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
07/24/2023
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.
07/24/2023
Inflationary growth of asset values coupled with frozen allowances* are helping ensure that, as things stand, IHT receipts continue to be a lucrative earner for the Treasury.
07/24/2023
The move comes after the private bank saw a surge in first-half inflows to CHF7bn following the merger of two of its biggest rivals, Credit Suisse and UBS.
07/24/2023
The requirement for GAM’s fund management services unit to be sold before the takeover deal can go through has been waived.
07/21/2023
Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022.
07/21/2023
Move towards global and multi-manager approach
07/21/2023
Withers has "an impressive number of experts across a number of jurisdictions; they are all very knowledgeable in their field of expertise.
07/21/2023
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/21/2023
This certification is in line with the Human Project component of Ambitions 2025
07/21/2023
Close Brothers said it was ‘focusing on disciplined growth, cost efficiency and capital optimisation’ but did not address speculation it was considering a sale of its wealth arm.
07/21/2023
As the number of clients personally serviced by wealth managers and financial advisors continues to grow, advancements in technology are expected to play a major role in this trend.
07/20/2023
Trading income fell 90 percent to 17.8 million in the first half, and net fee income increased 7 percent to 123.9 million, resulting in an operating income of 147.1 million, half of what it was a year ago.
07/20/2023
Unique will continue to operate independently, but with further support from Benchmark’s technology and training and development, alongside additional group resources across marketing, finance, people management and compliance services.
07/20/2023
The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.
07/20/2023
The deal will be paid for by issuing 7.5m new ordinary shares in Oberon and is expected to boost Oberon’s profit before tax.