06/26/2023
Rathbones shareholders give Investec W&I deal the green light
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
Wealth and Asset Management
06/26/2023
Rothschild & Co wins Best Debt Advisory Firm for Companies from GlobalCapital
This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.
06/26/2023
European wealth manager gets €200m funding for UK expansion
As it bids to become one of the ‘leading players’ in the market
06/23/2023
UBS – a real bargain?
Kian Abouhossein of Wall Street house JP Morgan is a self-confessed fan of UBS.
06/23/2023
Private bank CIOs reveal their best investment calls
Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.
06/23/2023
Time to look for a wealth manager?
Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support
06/23/2023
Quilter Investors to roll out AUM discount on fund pricing
Effective from 1 July
06/23/2023
Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
Family offices eyeing increased equities allocations after flight from risk
UBS report sheds light on high-net-worth sentiment
06/23/2023
Traditional diversification has ‘reached its limit’, says multi-asset chief
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Inflation, interest rates and impending recession – Our latest market views
Coutts’ clients heard our experts’ views on this and more at our latest exclusive quarterly investment event.
06/22/2023
RBC Brewin Dolphin’s Cardiff team moves to new office
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
Oliver Wyman is on a Talent Hunt After UBS Coup
All the more so as the company has prevailed against larger and more prominent competitors, especially McKinsey.
06/22/2023
Class Action Suit Targets Former Credit Suisse Executives
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
Evelyn Partners continues to expand in Scotland with addition of PPM Wealth team
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
Ratings Agency Warns of Difficult UBS/Credit Suisse Integration
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
Private banking group unveils Manchester office
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
GAM issues a first quarter 2023 Interim Financial Report
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.