05/19/2022
Major Credit Suisse shareholder calls for CEO to be replaced
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
Wealth and Asset Management
05/18/2022
Cazenove Capital grows Wealth Planning team across the UK
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
05/18/2022
Schroders celebrates first anniversary of Schroder Investment Solutions
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Approach philanthropy as you would your wider investment strategy – Kate Boswell
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital’s CEO named one of the 50 Most Influential in UK Wealth management for third consecutive year
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
05/18/2022
ABN AMRO reports net profit of EUR 295 million in the first quarter
Demand for credit was good and both the mortgage and corporate loan books grew.
05/18/2022
Apex Group announces acquisition of the Maitland business
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Ninety One reports record full-year earnings and AUM
Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.
05/18/2022
Carey Olsen shortlisted in the Chambers High Net Worth Awards 2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
IQ-EQ wins two awards in 2022 Citywealth Magic Circle Awards
Winners were revealed at last night’s black tie gala dinner in London
05/17/2022
abrdn launches JISA on Wrap
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
05/17/2022
South African wealth firm aims to ‘disrupt’ UK advice market
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
The road to generational wealth starts with a plan
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
SJP makes changes to fund range
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
Law firm plans HNW advice launch
He is currently in talks with private equity firms about Wildcat’s expansion plans.
05/16/2022
Will Inflation Settle Soon?
With central banks on both sides of the Atlantic rapidly hiking interest rates to tackle rising inflation, we look at what could happen next.
05/16/2022
Elliott raises holdings in British wealth manager Brewin Dolphin
Brewin Dolphin, which provides discretionary wealth management in the UK and Ireland, has a network of more than 30 offices.
05/16/2022
New Study Offers Invaluable Operational Insights For UHNW Wealth Managers
In addition to tackling the potential weaknesses in the technology ecosystems UHNW wealth managers might be laboring under, this report will shed light on what best practices in accounting and investment analysis are in this rapidly shifting landscape.
05/16/2022
New scandal at Quintet
Stott's successor at Quintet is now called Chris Allen