08/03/2022
Waverton funds awarded higher ratings
The ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control.
Wealth and Asset Management
08/03/2022
M&G snaps up IFA Continuum in latest advice deal
Plymouth-based IFA
08/03/2022
Saltus attracts investment from Preservation Capital Partners
The Investment will support Saltus's ambition to become the leading force in UK wealth management
08/03/2022
GAM Holding AG announces first half 2022 results
Total expenses of CHF 109.5 million, down from CHF 120.6 million in the first half of 2021.
08/03/2022
Who's Afraid of the Big Bad inflation? View from the fixed income desk
Q2 numbers have been strong on the top line but we are certainly seeing margin pressure. Consumer sentiment has taken a hit, and we have yet to see that flow through to economic activity, or company results.
08/03/2022
Valartis with profit jump – thanks to the ruble
That is significantly more than the 4.8 million francs achieved in the first six months of the previous year.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/02/2022
Services selected by FNZ for global custody, trade execution and settlement services
BNP Paribas Securities Services will also provide FNZ with additional services including regulatory reporting and stock borrowing.
08/02/2022
Just Wealth on adviser hiring spree
The main challenge for our new wealth management division is recruiting wealth advisers quickly enough.
08/02/2022
Evelyn Partners Sustainable MPS team continues diversification in latest re-balance
The recent changes are a combination of asset allocation decisions to take advantage of current market conditions and stock selection.
08/02/2022
Man Group: Half year results for the six months ended 30 June 2022
Differentiated business model drives strong results
08/01/2022
Standard Bank Young Professionals Recognised as Future Leaders in Wealth sector
Anna-Marie has almost 10 years’ experience in the fiduciary services industry and holds a STEP Diploma in International Trust Management and a certificate in Offshore Administration.
08/01/2022
HSBC Holdings plc Interim Results 2022
Reported profit after tax increased by $0.8bn to $9.2bn.
08/01/2022
Evelyn Partners announces continued robust new business generation and strong progress on key strategic initiatives
The business has continued to deliver strong growth in net new business and operating income, while also making excellent progress on key strategic initiatives.
08/01/2022
Kingswood makes 6th acquisition of 2022
Kingswood said it had a “transformational year” in 2021
08/01/2022
NatWest considering bid for wealth manager Quilter
The lender remains 48% owned by UK taxpayers after a government bailout during the financial crisis more than a decade ago.
08/01/2022
Mediobanca BoD- Results for FY 2021-22 approved
The effectiveness of Mediobanca’s business model, its distinctive positioning and diversified activities, have enabled the Group to deliver record 12M results despite the adverse macro scenario and market turmoil
08/01/2022
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Vontobel plans to carry out the operational and legal combination of Vontobel SFA and VSWA
07/29/2022
Coutts grows new clients by 11% amid app launch
Operating profit was a 28 per cent improvement on the same period last year
07/29/2022
2022 1st half and 2nd quarter results - Amundi
Business activity held up well, in unfavourable market conditions