12/05/2022
Julius Baer renews partnership with Formula E
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
Wealth and Asset Management
12/05/2022
Quilter seeds Neuberger alternatives fund for Cirilium Blend range
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
Stonehage Fleming pays £9.9m to shareholders as profits rise 16%
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
SJP partner firm makes fifth acquisition
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/01/2022
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
12/01/2022
UBS invests in communications compliance platform Shield
The firm will use the new funding to grow in its existing markets and push into new ones, including the US.
12/01/2022
Handelsbanken finalises sale of the operations in Denmark
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
Investec: Three possible wealth winners from FCA shake-up
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
Credit Suisse: «When There's Blood in the Water, the Sharks Appear»
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
Edinburgh financial advisory firm bolsters Highlands presence with wealth management takeover
A fast-expanding Edinburgh firm of financial advisers has acquired the wealth management arm of Inverness-headquartered legal firm Macleod & MacCallum.
12/01/2022
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
How families are safeguarding their assets for the next generation
Succession planning for the future
11/30/2022
Three firms join Alliance of Swiss Wealth Managers
Two of them, Diamond Capital and Prime Partners, featured in Citywire Switzerland's Top 50 Independent Asset Managers 2022 publication.