11/10/2022
Close Brothers opens Birmingham branch
The launch into Birmingham follows a series of key hires across the Midlands.
Wealth and Asset Management
11/10/2022
Credit Suisse: One Greensill Fund Down, Three to Go
The difference stems from the costs the bank charges for liquidation.
11/10/2022
Vontobel confirms strategy and targets
Vontobel believes that real interest rates are likely to remain in negative territory at least for the foreseeable future, boosting the need for professional advice.
11/10/2022
Rothschild & Co: 2022 – 3rd quarter release
Solid revenue performance despite a more uncertain and difficult environment
11/09/2022
Macquarie Asset Management acquires prime Polish logistic facility
The prime property is targeting an ‘Excellent’ rating under BREEAM’s sustainable building certification scheme and is 100 per cent leased to a leading European logistics operator.
11/09/2022
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
11/09/2022
GenTwo partners with Apex Group’s EDB for global banking and paying agency solutions
GenTwo’s partnership with Apex Group’s EDB’s services, expand GenTwo’s offering with the provision of XS ISINs, marking another unique offering from GenTwo’s securitization platform business and an important step on the way t
11/08/2022
Why one large wealth manager is returning to bonds after years away
The recent forced selling came from nowhere, but the market has had some reassurance from central banks
11/08/2022
Charles Stanley unveils international trading tool
‘Access to global investment opportunities is an important component of any diversified portfolio’
11/08/2022
LGT Wealth Management strengthens international services for Financial Advisers as demand rises
Olivia joins from Quilter Cheviot where she spent five years as an Investment Manager within the Managed Portfolio Services Investment team.
11/08/2022
Sionic’s Sharde McCorkle Scoops AST “Rising Star” Award
We’re celebrating a prestigious win by one of our most talented banking and markets experts
11/08/2022
Coutts Outperforms Worldwide Peers In Un Responsible Investing Assessment
Coutts identified as a leading steward of responsible investing globally.
11/07/2022
TCFD: Helping the Wealth Industry Make its Mark on Climate Change
This historic comparison data will add further to the complexity of the 100 plus data points in the Investment Association TCFD report template.
11/07/2022
Wealth managers respond as client demand for private markets access accelerates
This is reflected in Delio’s latest research in which 88% of wealth managers declared that their clients are now actively seeking access to illiquid investment opportunities.
11/07/2022
Evelyn Partners announces continued positive new business inflows and growth in operating income
The business has delivered an uplift in operating income and continued strong new business inflows, against a backdrop of ongoing macroeconomic uncertainty and market volatility.
11/04/2022
UK private wealth portfolios down by up to a third
Market losses, inflation and currency movements combine to hurt savers this year
11/04/2022
LGT receives accolades for philanthropy services and sustainable investing in Europe
LGT also received two awards for its expertise in sustainable investing for the Western Europe region.
11/04/2022
Van Lanschot Kempen: third-quarter trading update
Strong quarterly result in line with first two quarters of 2022
11/04/2022
Santander Private Banking, 'Best Private Banking' in Spain according to The Banker magazine
The prestigious magazine also recognizes Santander Private Banking as "Best Private Banking" in Mexico.
11/04/2022
Lombard Odier's sustainability branding campaign wins again
This is the third award that our campaign, which focuses on sustainability, has won this year. It follows our success in similar categories at both the European and Swiss WealthBriefing awards in March and February, respectively.