10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
Wealth and Asset Management
10/10/2023
Waystone Group marks major milestone with the completion of the Link Fund Solutions acquisition
All of the existing LFS UK investment managers and sponsors have transferred to the Waystone Group, demonstrating clients’ confidence in the combined business post-merger.
10/10/2023
Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud
Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services
10/10/2023
Brown Shipley parent strikes Moonfare private markets deal
Private bank Quintet and platform Moonfare have formed a partnership to give the former’s clients, including those in its Brown Shipley subsidiary, deeper access to private funds.
10/10/2023
UBS: Things are crumbling within our own ranks
There are several reasons for this.
10/10/2023
Societe Generale PB and Kleinwort Hambros launch art advisory service
Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.
10/09/2023
The Tectonic Shift Underway in Swiss Wealth Management
At the end of last year, Credit Suisse had around 1.3 trillion Swiss francs of assets under management.
10/09/2023
Customer money – how the Swiss banks took advantage of their great opportunity
As a rule, asset managers spend a lot of time and money to acquire new customers who have often remained loyal to the institutions for generations.
10/09/2023
Pessimism reigns across the wealth management industry
After a difficult 2022, wealth management profitability is on track to see further declines in all regions in 2023.
10/09/2023
UK wealth market remains in top five despite political instability
The UK’s wealth management market remains in the top five despite growing offshoring trends.
10/09/2023
Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts
Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/06/2023
T. Rowe Price's Ritu Vohora: Rethinking fixed income
Beware, inversion ahead
10/06/2023
Bruellan merges with Valais independent asset manager
Bruellan will absorb BCB Asset Management’s team in Valais.
10/06/2023
UBS Legend Raves About Sergio Ermotti
In the current environment, it's not the best way to secure capital and desired valuations, he said.
10/06/2023
1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
10/06/2023
SJP should move to passive funds and overhaul fee structure, says analyst
It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.
10/06/2023
FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq
The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.
10/06/2023
Family office investors favouring ‘passion assets’ in volatile times
Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and watches, latest research shows
10/05/2023
ABN AMRO and Motive Partners form strategic partnership
Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.