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Schroders plc Q3 2024 trading update

In Asset Management, positive net flows in Private Markets were offset by foreign exchange movements and in Solutions, the quarter-on-quarter net outflow continued to reduce.

Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’

The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral

Taxpayers can’t pay for ‘misconduct of banks’ – Swiss finance minister

The government earlier this year laid out plans for tougher capital requirements for UBS and Switzerland’s three other big banks in a bid to make the financial sector more robust after the crash of Credit Suisse.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

M&G Real Estate acquires majority stake in European investment manager BauMont

M&G’s With Profits Fund invests €200 million in latest fund

Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services

The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.

Why ex-HSBC Swiss WM CIO has launched new advisory firm

Belal Khan explains when it’s time for family offices to go CIO shopping.

'Tweed Wealth Management is a highly acquisitive firm'

Tweed Wealth Management caters to entire generations of families

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

EFG AM and BlueOrchard introduce global impact fund together

EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

Schroders appointed by Cirencester Friendly to run £75 million portfolio

This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.

Biggest Challenge Still Awaits Ermotti & Co

Net profit climbed to $1.4 billion in the third quarter, and client momentum remains strong, as reflected in Global Wealth Management's net new asset inflows of $25 billion.

Santander Private Banking launches a new chess-based campaign alongside Carlos Sainz

Under the motto “Every move counts”, SPB wants to emphasize the importance of effective time and risk management in every decision, a key skill in both Formula 1 and wealth management.

Allfunds Launches New Fund Registration and Regulatory Reporting Services for Asset Managers

These services are tailored to meet the evolving needs of asset managers, offering comprehensive solutions for expanding market access and ensuring regulatory compliance.

BNP Paribas Group: Results as of 30 September 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2024.

Octopus breathes sigh of relief as £4.5bn saved from IHT selloff

The asset manager’s large IHT portfolios were not overly punished in the Budget despite the tax relief available on its AIM portfolios being halved from 2026.

‘We didn’t end up in no man’s land!’: Six wealth manager Budget reactions

Six top wealth managers give their thoughts on Labour’s first fiscal statement.

Standard Chartered Results for the third quarter

The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion

Wealth and Asset Management