07/18/2022
Union Bancaire Privée: First half-year results 2022
Revenues rose by 10.5% from CHF 562.1 million in the first half of 2021 to CHF 620.9 million in the first half of 2022.
Wealth and Asset Management
07/18/2022
Harwood Wealth Management Group Ltd to rebrand as Argentis Group Ltd
As part of that acquisition, it was agreed that the Harwood brand would be returned to its original owners after a transitional period.
07/15/2022
Liontrust adds to fixed income team with double hire
Sharmin Rahman and Emma Veitch
07/15/2022
DBS named 'World's Best Digital Bank' By Euromoney for second time
Also clinches three first-time awards at Euromoney's Awards for Excellence 2022 – World's Best 'Financial Innovation of the year', 'Asia's Best Bank for Wealth Management' and 'Best Bank in Hong Kong
07/15/2022
Sanlam Wealth rebrands to Atomos
The name Atomos, which means “indivisible” in ancient Greek, was chosen to represent a strong internal culture of collaboration, inclusivity and diverse perspectives.
07/15/2022
Liz Field: Wealth managers have significant opportunities ahead
It also addresses the challenges to come from growing consolidation, talent acquisition and the need to appeal to a broader, more diverse marketplace.
07/15/2022
CEE’s best bank for wealth management 2022: Raiffeisen Bank International
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
07/14/2022
Kaleido Privatbank relies on InCore Bank's Digital Asset Services
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Wealth Management Firm Continues Global Expansion for UK Expats
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
07/14/2022
Mid-Year Investment Outlook
The value of investments can go down as well as up, your capital is a risk.
07/14/2022
Deutsche Bank partners Abbove for wealth management services in Belgium
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.
07/14/2022
Brooks Macdonald posts fifth quarter of net inflows
Analysts at Equity Development said it was impressive that the investment manager saw net inflows in Q3 and Q4, during periods of sharp market falls which normally coincide with net outflows for investment managers.
07/14/2022
Barclays on the hunt for Chinese banking partner to enter $4.3tn asset management market
A successful move into the market would see Barclays join a string of other Western financial firms who have started or are in the process of launching operations in China’s lucrative $4.3tn bank-dominated asset management market.
07/13/2022
Neil Woodford’s UK comeback plans on the brink
WCM Partners, set up by Neil Woodford in 2021, has applied for the firm to be struck off the Companies House register
07/13/2022
Judges announced for the inaugural Stonehage Fleming XV
Four Stonehage Fleming representatives will complete the judging panel.
07/13/2022
Three in four advisers expect demand for wealth transfer advice to increase
Almost three in four (71%) advisers anticipate the demand for wealth transfer advice to increase in the next three years, according to recent research from M&G Wealth, conducted by NextWealth.
07/13/2022
SJP changes managers at three funds to boost returns
Each of the three new fund managers will aim to reduce the fund’s carbon intensity by 50% against the benchmark.
07/13/2022
Wealth managers must conduct an urgent gap analysis for MiFID II suitability requirements
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/12/2022
‘Buy Brewin Dolphin!’: Nine wealth managers’ top H1 calls
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
Publication of shareholder circular in connection with proposed simplification of Company’s dual class share structure
For the purposes of approving these proposals, the Circular contains notices for two shareholder meetings each to be held as hybrid meetings on 15 August 2022 at 1 London Wall Place, London, EC2Y 5AU.