07/24/2023
What is wealth management?
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
Wealth and Asset Management
07/24/2023
Presentation of the 2023 half-year results for the Julius Baer Group
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
GAM Holding AG provides update on the Liontrust offer
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.
07/24/2023
IHT receipts show £0.2 billion rise year-on-year
Inflationary growth of asset values coupled with frozen allowances* are helping ensure that, as things stand, IHT receipts continue to be a lucrative earner for the Treasury.
07/24/2023
Julius Baer plans new northern UK branch as it pulls in billions
The move comes after the private bank saw a surge in first-half inflows to CHF7bn following the merger of two of its biggest rivals, Credit Suisse and UBS.
07/24/2023
Liontrust waives key condition in GAM deal
The requirement for GAM’s fund management services unit to be sold before the takeover deal can go through has been waived.
07/21/2023
UBP: First half-year results 2023
Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022.
07/21/2023
St James's Place makes raft of manager and remit changes to fund range
Move towards global and multi-manager approach
07/21/2023
Withers recognized as a leading firm globally in latest Chambers High-Net-Worth guide
Withers has "an impressive number of experts across a number of jurisdictions; they are all very knowledgeable in their field of expertise.
07/21/2023
Womble Bond Dickinson's private wealth team top-ranked by Chambers High Net Worth guide
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/21/2023
Indosuez Wealth Management first international private bank certified Great Place to Work in 2023 in Spain
This certification is in line with the Human Project component of Ambitions 2025
07/21/2023
Close tight-lipped over possible wealth sale in trading update
Close Brothers said it was ‘focusing on disciplined growth, cost efficiency and capital optimisation’ but did not address speculation it was considering a sale of its wealth arm.
07/21/2023
Exponential Client Growth Will Continue To Accelerate, Say Wealth Managers And Financial Advisors
As the number of clients personally serviced by wealth managers and financial advisors continues to grow, advancements in technology are expected to play a major role in this trend.
07/20/2023
Leonteq's First Half Net Profit Hit by Lower Volatility
Trading income fell 90 percent to 17.8 million in the first half, and net fee income increased 7 percent to 123.9 million, resulting in an operating income of 147.1 million, half of what it was a year ago.
07/20/2023
Benchmark adds £755 million with agreement to acquire Unique Financial Planning
Unique will continue to operate independently, but with further support from Benchmark’s technology and training and development, alongside additional group resources across marketing, finance, people management and compliance services.
07/20/2023
Farrer & Co once again recognised in Chambers High Net Worth Guide
The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.
07/20/2023
Oberon Investments acquires Nexus EIS Fund to expand its portfolio
The deal will be paid for by issuing 7.5m new ordinary shares in Oberon and is expected to boost Oberon’s profit before tax.
07/20/2023
Rathbone Funds Now Live on Charles River IMS® and State Street Alpha® Data Platform
The combination of Charles River IMS and ADP empowers their business with faster insights, increased operational efficiency, and greater collaboration across investment teams.
07/19/2023
SG Kleinwort Hambros establishes new client lifecycle team
A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head.
07/19/2023
REYL Intesa Sanpaolo wins two WealthBriefing WealthForGood awards, including “Best Bank for Philanthropy Offering”
The WealthBriefing WealthForGood Awards distinguish the top players in the global wealth management industry.