07/12/2024
Designated private banking boss will not join LLB
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
Wealth and Asset Management
07/12/2024
BCJ Half-year results 2024
These figures reflect the good progress of BCJ's business and suggest a very good financial year for 2024.
07/12/2024
Partners Group reports solid AuM development in H1 and reconfirms full-year fundraising guidance
Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.
07/12/2024
GAM Strengthens Client Investment Platform with MANCO Transfer to Apex Group
Apex Group is a leading global provider of financial services with over 13,000 employees globally.
07/12/2024
LGT Quarterly report
Q2 2024 market review
07/12/2024
Söderberg & Partners invests in three more IFA firms
In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.
07/12/2024
Söderberg & Partners invests in three IFA firms
“With the resources and technology of a larger firm behind them, we are seeing the IFAs in which we invest develop their client offering and expand their regional businesses.
07/11/2024
Global Wealth Report 2024
Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.
07/11/2024
NextWealth warns of ‘red flag’ for planners assessing decumulation risk
NextWealth’s report found that advisers express “high levels” of confidence in helping retired clients understand and manage various types of risk.
07/11/2024
Wealth Management Association Launches Technology Initiative
Good IT solution is crucial for wealth managers.
07/11/2024
UBP House View - July 2024
Momentum has been propelled by earnings growth and the “Magnificent 7”
07/11/2024
PIMFA Wealthtech and EY Announce the Publication of our Report New Technology And Client Expectations in the Wealth Management Industry
The report outlines the changing expectations of clients in the wealth management industry
07/10/2024
Impax to acquire European-based high yield assets and expand fixed income team in agreement with SKY Harbor Capital Management, LLC
The acquisition marks an important step in Impax’s strategy to expand its fixed income business and follows Impax’s agreement to acquire the assets of Copenhagen-based Absalon Capital Management (“Absalon”).
07/10/2024
Oxfordshire-based CMS Wealth snaps up UHNW firm
CMS is aiming to raise its profile with the deal to become a leading player in the financial planning sector.
07/10/2024
ZKB puts Swiss banks through their paces
Even if the exceptional year is unlikely to be repeated, the earnings prospects are quite favorable.
07/10/2024
Liontrust looks to positive times for UK asset managers
Analysts at Panmure Liberum said the company's "direction of travel is changing for the better.
07/10/2024
Redemption of two UBS Group AG additional tier 1 instruments
The last trading day of the SGD AT1 instrument will be 2 September 2024.
07/10/2024
Golding’s successful secondaries strategy strengthens its ESG approach and classifies as Article 8 SFDR strategy
Golding Capital Partners has refined its sophisticated ESG screening model and so extended full ESG transparency to its secondary market products.
07/09/2024
Deutsche Bank division cuts external consultancy spend by 70%
The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.
07/09/2024
BlackRock urges FCA to include corporate access in investment research overhaul
MiFID II changed the rules governing how brokers facilitate meetings between asset managers and company executives