12/14/2023
Inside Rathbones' £2.6bn fixed income operation
Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.
Wealth and Asset Management
12/14/2023
GAM Holding AG announces update on strategy, expected 2023 financial results, and share buyback offer.
GAM expects to report an underlying loss before tax of between CHF 45 to 50 million for the full year 2023.
12/14/2023
SIX expects strong operating results for 2023
SIX remains strongly capitalized and plans to apply for a slightly higher dividend for 2023 than in the previous year.
12/14/2023
Because of Credit Suisse bonuses: UBS is targeting hundreds of bankers
At the time, CS wanted to cushion the shock of a bonus pool that was shrinking due to its imbalance.
12/14/2023
Man Group CEO Robyn Grew Says Asset Managers Ready for M&A Wave
London firm bought a controlling stake in Varagon this year
12/14/2023
iCapital to launch series of French funds to capture $15.7tn wealth capital
The fintech platform has partnered with IQ-EQ to set up domestic French funds.
12/14/2023
Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
Cutting through the noise: Brown Shipley unveils 2024 investment outlook
UK wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond.
12/13/2023
Ex-GAM Bidder Liontrust Caught in a Downward Spiral
His forward strategy, which would have seen Liontrust grow faster thanks to the GAM assets and inherit the Swiss company’s global distribution network, was not successful, however.
12/13/2023
'UK regulation keeps me awake at night'
The answer is dealing with all these eventualities is part and parcel of delivering great service, according to one discretionary fund manager boss.
12/13/2023
Fairstone adds £160mn AUM with Kent-based firm
The deal takes Fairstone to its tenth office in the South East of England, bringing its total number of office locations to 55.
12/13/2023
Wealth Management’s Generative AI Era
The current wave of innovation fueled by Generative AI capabilities has left no stone unturned at Prometeia.
12/13/2023
Triple win for Schroders at Citywire Gender Diversity Awards
The winners were selected by a panel of judges who evaluated company-wide gender diversity practices and how companies incorporate gender issues into their investment decisions.
12/13/2023
‘We have to relearn’ bond investing – Oddo Switzerland DACH chief
Christoph Geiseler said change in interest rates and fund manager’s inactivity in bonds over the past decade means a thorough brushing-up is in order.
12/13/2023
Close Brothers AM buys Dorset-based IFA adding £220m in assets
The wealth manager’s purchase of Bottriell Adams is subject to approval
12/13/2023
What asset management M&A means for private bank chiefs
Super Allocators expect consolidation to continue apace, but will this restrict the availability of new ideas?
12/12/2023
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/12/2023
Why Julius Baer shares are falling and falling
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
FCA tells platforms to stop ‘double dipping’ on cash; HL and AJ Bell shares sink
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.
12/12/2023
Schroders Group financial planner buys IFA firm
The firm will fully align with Benchmark over the next twelve months