02/25/2022
LLB Group reports record growth
With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.
Wealth and Asset Management
02/25/2022
The dawn of a new data era for family offices
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.
02/24/2022
Brooks Macdonald linked to new bid for 7IM
Brooks Macdonald manages about £17bn and 7IM just over £20bn.
02/24/2022
Van Lanschot Kempen: Net profit at €143.8 million
Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.
02/24/2022
St. James’s Place annual results
During 2021 we achieved record gross and net flows and these, together with positive investments markets
02/24/2022
Lombard Odier reports strong 2021 annual results
The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.
02/24/2022
Pre-tax profits soar at Rathbones
Our financial results for 2021 are strong
02/24/2022
Complexity is the biggest wealth planning challenge for serial CEOs
Unpick pay structures and pensions before making plans – Matthew Brown
02/23/2022
EFG International reports full-year 2021 results
EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)
02/23/2022
‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?
The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?
02/23/2022
Abrdn streamlines pay and benefits structure for advisers
Abrdn Financial Planning will be making a further change on 1 April, to “standardise” terms and conditions.
02/22/2022
HSBC More Than Doubles Profit
Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.
02/22/2022
Hargreaves Lansdown expands into advice
The company reported pre-tax profits of £151.2mn in the period.
02/22/2022
Titan Wealth Holdings Acquires Cardale Asset Management
The acquisition of Cardale is anticipated to double Titan Wealth’s revenues and will also support its continued growth towards meeting its target of £20-30bn in AUM within four years of launch.
02/21/2022
Credit Suisse denies wrongdoing after big banking data leak
While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b
02/21/2022
Kingswood completes acquisition of South Yorkshire Financial Planning Firm
Following completion of the deal, Kingswood's client facing advisory team now stands at 94 people, UK funds under advice/management at £7.2bn, with the number of active clients growing to more than 19,300.
02/21/2022
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Walker Crips sails into the Solent
Walker Crips has opened a new office in Fareham, Hampshire, to expand its regional client base in the South of England.
02/21/2022
Schroders launches Sustainable Bond Fund for global corporates and sovereigns
The fund will also draw on Schroders’ recognised expertise in sustainable credit, and integrate the firm’s proprietary
02/21/2022
Belfast wealth management firm has recorded ‘significant growth’ throughout 2021
A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.