03/15/2023
JM Finns wins award for Discretionary Wealth Management
At the annual City of London Wealth Management Awards held at The Guildhall, JM Finn was presented with the award for Best Discretionary Wealth Management.
Wealth and Asset Management
03/15/2023
Resilient 2022 Results and Evolving Governanc
The commercial momentum helped to sustain assets under management, which stood at 158 billion Swiss francs.
03/15/2023
Swiss economy: Lack of growth drivers; energy crisis has only a limited impact on industry
Although the energy crisis is having a noticeable impact on some energy-intensive sectors, in-depth analysis shows that the overall effect on Swiss industry is less significant compared to other European countries.
03/14/2023
Credit Suisse (Schweiz) AG has published its Annual Report 2022
The financial reports of Credit Suisse
03/14/2023
Skerritts Group continues growth with the purchase of the Horsham-based Financial Planning Firm, Mercier Allen & Associates Ltd
In January 2023, another acquisition was announced with the purchase of Kent-based Financial Planning Firm, Equinox Wealth Limited, which brought another £62 million of AUM.
03/14/2023
Close Brothers Half Year Results
Although underlying credit performance remains resilient, the increased uncertainty in the economic outlook has been reflected in higher forward-looking impairment provisions and a rise in arrears in Motor Finance.
03/14/2023
Edmond de Rothschild Coroprate Finance advises Collingwood Lighting and its Shareholder Ambienta in the Acquisition of Indigo Lighting
The business is led by Olivier Lapiere and Sebastien Dumont who have both reinvested alongside Ambienta as part of the transaction.
03/14/2023
Dowgate offers 'better than average' compensation to poach wealth managers
Central to his approach for growing the wealth management business is a plan to recruit managers from other firms, including firms that have been taken over, and where the wealth managers may feel constrained by being part of a larger organisation.
03/13/2023
HSBC acquires Silicon Valley Bank UK Limited
Strategic acquisition to strengthen HSBC’s banking franchise in UK
03/13/2023
Saxo UK teams up with Moneyfarm to launch mutual fund portfolios for M&G Wealth &me customers
Moneyfarm developed the bespoke investment app, created the new &me branding and proposition, from concept, design to completion.
03/13/2023
JM Finn unveils regional hub in York
Yorkshire team relocated from Leeds
03/10/2023
Regionality and sustainable growth lead to a very successful business year
With a share of 76% of the overall success, the interest business represents the most important pillar of earnings for the Clientis banks.
03/10/2023
Hampden & Co in first-of-its-kind £2bn private finance pilot to help landowners restore woodlands
The private finance investment pilot is aiming to mobilise up to £2 billion in landscape scale restoration of native woodland.
03/10/2023
Credit Suisse shares hit rock bottom due to annual report delay
Credit Suisse's stock price has hit an all-time low after the investment bank delayed its annual report.
03/10/2023
UK wealth portfolios flounder as FTSE reaches record high
All four of Asset Risk Consultants’ Private Client Indices (PCIs) saw moderate losses during the month, according to estimates published last week.
03/10/2023
Zurich private bank publishes climate scores for its managed assets
Globalance’s greenhouse gas emissions were found to be 60% lower than the comparative values of the MSCI World benchmark.
03/09/2023
Evelyn Partners announces £184.3 million of adjusted EBITDA in 2022
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.
03/09/2023
BNP Paribas Asset Management adds to range of sustainable ETFs with two new bond funds
The index excludes issuers in sectors with a negative ESG impact (such as fossil fuels), those in violation of the principles of the United Nations Global Compact and those involved in ESG-related controversies.
03/09/2023
Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
03/09/2023
M&G plc full year 2022 results
Returned nearly £1 billion to shareholders through dividends and share buy-back