04/13/2023
Brooks Macdonald flows up 3.5%
The results also revealed that total net inflows in the quarter amounted to £373mn, equivalent to an annualised growth rate of 9 per cent, according to a note by Peel Hunt.
Wealth and Asset Management
04/13/2023
Rathbones and Investec tie up necessary correction for market, experts say
The terms of the tie-up imply an equity value of approximately £839m for Investec Wealth and Investment UK.
04/13/2023
Wealth managers turn to tech to tackle suitability challenge
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/13/2023
FNZ and Virgin Money launch transformative new digital investment platform to inspire new generation of investors
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/12/2023
Impax Asset Management Group Q2 AUM update
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
04/12/2023
Wealth Dynamix COO Makes Top 25 Women Leaders in Financial Technology for Europe for 2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
04/11/2023
ERI is a WealthTech 100 company
A panel of analysts and experts voted upon a list of over 1,200 businesses.
04/11/2023
Milleis Banque Privée completes its transformation with the roll-out of OLYMPIC Banking System
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/11/2023
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
The St.Galler Kantonalbank is expanding its open banking offering
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
Wealth Management Opportunities in the Shadow of a Giant
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Monthly update: Markets rise as banking concerns ease
Global stocks rose after government intervention helped calm market jitters.
04/06/2023
Wealth Management M&A: key deal structure considerations
In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.
04/06/2023
SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
BNP Paribas announces the final signing of the agreements
For BNP Paribas Personal Finance, this partnership is a major milestone on its strategic objective to have 50% of its outstanding loans related to mobility by 2025.
04/06/2023
Wealth portfolios hit by March bank storm
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
Fifth annual WealthTech100 list reveals the tech companies transforming the investment and banking industries
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/06/2023
2023 General Meeting of Shareholders: “Vontobel has a solid position and clear focus”
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Press Release on Annual Results 2022
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/06/2023
Valartis buys out major shareholder
With the transaction, Valartis is streamlining the structure of its shareholders.