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Wealth and Asset Management

04/04/2024

‘Consumer duty’ and the challenge facing wealth management firms

From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves

04/04/2024

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

04/04/2024

Wealth portfolios boosted in Q1 as inflation cools

ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.

04/04/2024

EdRAM sells convertibles business to Kepler Cheuvreux subsidiary

Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.

04/03/2024

Söderberg & Partners launches MPS on adviser platforms

There will be three options on offer: core, sustainable core and active core.

04/03/2024

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

04/03/2024

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

04/03/2024

Only third of HNWIs utilising new pension annual allowance

For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.

04/02/2024

EFG boss Pradelli is not targeting “old money” and is looking for new RMs

Former Julius Baer boss Boris Collardi has been on board since 2022.

04/02/2024

Valartis pays dividend despite loss

The financial result showed a loss of 8.5 million francs

04/02/2024

"Private banking jobs are a nightmare compared to investment banking jobs"

Private banking is simply much harder to deal with.

04/02/2024

UBS Group AG announces launch of new share repurchase program of up to USD 2bn

UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.

04/02/2024

Quintet 2023 net profit rises to €46.9 million

“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth

04/02/2024

How Partners Group can help UHNWs can harness the power of private markets

With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors

04/01/2024

Coutts support the UK’s interactive entertainment sector through sponsorship of the London Games Festival for the third year in a row.

Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.

04/01/2024

Mind the Gap! The unfair distribution of wealth in Europe

The extent to which wealth is unevenly distributed varies considerably from country to country too

03/28/2024

EFG’s Pradelli looks beyond Europe’s ‘old money’

EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.

03/28/2024

“Why would I not do it?” How our green retrofit mortgage slashed energy costs for a client

When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.

03/28/2024

Sergio Ermotti Rewarded with Mega Bonus for Mammoth Task

For comparison, his predecessor Hamers received a total compensation of 12.6 million Swiss francs in 2022.

03/28/2024

Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023

Strategic plan progress delivers strong, profitable growth

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Brown Shipley cuts costs with ‘planned decrease in staff numbers’

09-03-2025

Quilter adds ZEDRA as professional trustee service provider

09-03-2025

Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year

09-03-2025

Brooks Macdonald announces changes to its Executive Committee

09-03-2025

Evelyn Partners to kick off sale process next month

09-04-2025

Lombard Odier inaugurates landmark new headquarters in Geneva

09-04-2025

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09-08-2025

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09-08-2025

Brooks Macdonald founder Gumpel joins Downing

09-09-2025

UniCredit selects FNZ to transform its securities services offering

09-09-2025

Strategic growth journey continues for AAB

09-09-2025

Coller hires Franklin Templeton alts specialist to lead Northern Europe wealth sales

09-09-2025

Tideway Wealth adds chartered financial planner amid ‘strategic expansion’

09-09-2025

Square Mile rebrands after Titan acquisition

09-09-2025

Ex-Columbia Threadneedle Emea boss Nick Ring joins Indefi in UK push

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Franklin Templeton names Daniel Gamba as new chief commercial officer

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