09/13/2023
Söderberg & Partners invests in three UK advice firms
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.
Wealth and Asset Management
09/13/2023
UBS Clears Out of Credit Suisse Tower in London
In the Credit Suisse Tower in Canary Wharf, the bank will vacate «a number of floors» as a result
09/12/2023
Nomura Asset Management launches new Art. 8 US High Yield strategy
The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.
09/12/2023
Fostering Collaboration: Business and Philanthropy Working Together
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
JTC Named As Finalist In The 2023/24 STEP Private Client Awards
The winners will be announced on 21 September 2023 at a ceremony in London.
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/12/2023
Equitis rebrands, uniting IQ-EQ France
This rebrand marks a major milestone in the Group’s growth journey in France, uniting and streamlining its French operations under a single global identity.
09/12/2023
Swiss Life seeks co-manager for CHF 60bn bond portfolio
They will cover Swiss franc bond and money market funds, institutional mandates and bond investments of the Swiss Life balance sheet.
09/12/2023
Wealth management firm confident after strong year
Total client assets of the group and its associate rose by 2.7 per cent to £15.3bn, up from £14.9bn.
09/12/2023
Julius Baer CEO - bank can grow to $1 trln wealth manager
Rickenbacher said that while a shift in external conditions could improve client confidence, so far some uncertainties remained.
09/12/2023
Ex-Credit Suisse banker’s wealth firm shuts down after bad bets
A holding company for the onetime banker’s investments — including London-based JAR — owed about £8.8 million (RM51.45 million) to unsecured creditors through late April, the filings show.
09/12/2023
Mattioli Woods says "complex" situation drives demand for money advice
Revenue rose by 2.7% to GBP111.2 million from GBP108.2 million, benefiting from both organic growth and acquisitions.
09/11/2023
New SJP CEO must be brave and overhaul fee model
They accused the company of not “evolving quickly enough” and said any new leader needs to be very “pro change”.
09/11/2023
BNP Paribas Asset Management partners with Agricultural Bank of China Group to form wealth management joint venture
BNP Paribas ABC Wealth aims to develop innovative investment solutions to meet growing demand for wealth management in China
09/08/2023
JTC Shortlisted Twice In The 2024 Citywealth IFC Awards
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
09/08/2023
Close Brothers unveils new regional hub
Cheltenham office opened in August
09/08/2023
Quilter Cheviot launches Internship Programme to kick-start careers in investment management
University degrees were not a requirement for the programme to support Quilter Cheviot’s ambitions to increase diversity within the industry.
09/07/2023
Rathbones declares second interim dividend before Investec merger
Investec and Rathbones back in April entered into a definitive agreement to merge Rathbones with Investec Wealth & Investment.
09/07/2023
Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
09/07/2023
Nucleus Financial acquires Curtis Bank
The acquisition was approved by Curtis Banks shareholders in February and remains subject to a court sanction hearing.