07/20/2021
Arbuthnot Banking 1H Pretax Profit Rose, Restores Dividend
Customer loans in the period rose to GBP1.72 billion, up 12% from the first half of the previous year.
Wealth and Asset Management
07/19/2021
‘Corporate Housekeeping’ - Re-domiciliation of Equiom Group Holding Companies
Established in the Isle of Man in 1978, Equiom now has a truly global footprint with 18 offices around the world and employs close to 600 staff.
07/19/2021
First half-year results 2021 UBP
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
Citywire UK Awards 2021: All the fund manager nominees
We reveal the nominees for our UK fund group awards 2021.
07/16/2021
Apex Group secures additional equity investment from Carlyle and Mubadala
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
Rothschild & Co wins two awards
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
The Ostrich, the Antelope and the Tiger
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
Rothschild & Co announces the completion of the acquisition of Banque Pâris Bertrand
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
Inflows drop at Nucleus ahead of takeover
James Hay will merge operations of Nucleus with James Hay Group to create one financial planning and retirement-focused adviser platform.
07/16/2021
PE firm makes double acquisition to create UK wealth manager
The acquisitions are expected to complete shortly
07/16/2021
Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT
Wealth management is a long-term portfolio theme for FGT
07/15/2021
GAM Almost Out of the Red
The company may have benefited from an extraordinarily good environment for the asset management business.
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
Brooks Macdonald's 4Q Funds Under Management Hit Record
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.
07/15/2021
Gresham House assets grow steadily as ESG appetite endures
Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025
07/15/2021
W.H. Ireland Swung to Pretax Profit for FY 2021
The profit was driven by strong performance from its capital-markets division
07/15/2021
Top 4 WealthTech companies transforming the European market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
07/14/2021
Liontrust AUM up 8.5% as net flows reach £1bn
The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.
07/14/2021
Quilter Financial Advisers announces new corporate partnership
The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.