10/18/2022
Zurich Italy and Deutsche Bank complete the acquisition of Deutsche Bank Financial Advisors by Zurich
Financial advisors, assets under management and employees of Deutsche Bank Financial Advisors move to Zurich Bank
Wealth and Asset Management
10/18/2022
Reyl Intesa Sanpaolo Calls for Shift in Education with Launch of forward Publication
FORWARD analyses how the pandemic has taken the role of catalyst, crystalising a communications and content delivery revolution in education, which had been in the making for decades.
10/18/2022
HSBC advisers on why global uncertainties necessitate a new approach to managing wealth
For many, this realisation was a watershed moment – the jolt they needed to start structuring their wealth around their personal life, passions, and future ambitions.
10/18/2022
Schroders signs up to impact investing framework
Impact investing is now viewed among the key pillars of sustainable investing, alongside integration and positive screening, according to Schroders’ Institutional Investor Study 2022 published earlier this year.
10/18/2022
Swiss banks: challenges posed by sanctions
The type of sanctions introduced and the scope of the people and entities targeted go well beyond measures previously taken against specific countries.
10/18/2022
Tatton Asset Management performs 'well' in first half
Total inflows were £0.91bn - an increase of 39.1% compared to the same period last year.
10/18/2022
Fresh funding boost for acquisitive wealth management group
The new debt facility will accelerate Kingswood's strategic growth plans and provide additional capital to fund future acquisitions as well as fund existing deferred consideration.
10/18/2022
New Prestatyn Base for Wealth Management Firm
Setting up the new base in Prestatyn was a particular pleasure for Mr Parry, who grew up in the town but now lives in Hawarden.
10/17/2022
"Outstanding Global Private Bank in Europe" & "Most Innovative Digital Offering"
Through its ONE Bank approach with CIB and Real Estate, BNP Paribas Wealth Management’s goal is to offer clients tailor-made services.
10/17/2022
Wealth managers unprepared for turmoil - Charles White Thomson
Moral hazard has skewed retail investors’ approach to risk, with the view that central banks and policy makers always ride to the rescue of investors, providing safety nets, with cheap money and loose monetary policy and that is a high-risk strategy
10/17/2022
Hargreaves Lansdown focusing on 'cost control' amid mixed results
Revenue and active client growth positive
10/14/2022
Titanbay And Mercer Increase Non-public Markets Collaboration
Wealth managers and personal banks utilizing the Titanbay platform could have entry to Mercer’s fund scores and funding due diligence summaries on funds supplied on the platform, the agency mentioned.
10/14/2022
ONE swiss bank - SUSTAINABILITY REPORT 2022
This report constitutes a first step for ONE towards its goal of becoming a more sustainable company.
10/14/2022
Group annual results published by investment managers
For the overall Group, the results show revenue of £122.2 million, up 3.4% the previous year. Group Funds Under Management slightly decreased at £15.7 billion as net flows were offset by the impact of declining markets on asset values.
10/14/2022
Citywire publishes Top 100 funds professionals
Citywire Wealth Manager has published this year's Top 100 showcase of the most influential fund selectors in the UK
10/14/2022
Accuro Rewarded “Highly Commended” Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.
10/13/2022
Allianz Global Wealth Report 2022: The last hurrah
This amounts to adding two eurozones to the global financial pile.
10/13/2022
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage
10/13/2022
Julius Baer expands its presence in the Middle East by opening a new Advisory Office in Qatar
The Bank and the Qatar Foundation also agreed on a partnership to support community impact engagements relating to youth.
10/13/2022
Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.