12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute
Wealth and Asset Management
12/01/2022
Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
Edinburgh financial advisory firm bolsters Highlands presence with wealth management takeover
A fast-expanding Edinburgh firm of financial advisers has acquired the wealth management arm of Inverness-headquartered legal firm Macleod & MacCallum.
12/01/2022
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
How families are safeguarding their assets for the next generation
Succession planning for the future
11/30/2022
Three firms join Alliance of Swiss Wealth Managers
Two of them, Diamond Capital and Prime Partners, featured in Citywire Switzerland's Top 50 Independent Asset Managers 2022 publication.
11/30/2022
Rahn+Bodmer Co. Incorporates New Sustainability Capabilities Powered by Clarity AI Clarity AI’s ESG Risk
This seamless integration enables ease of work and the ability to immediately apply the most comprehensive sustainability data set in the industry.
11/29/2022
Wealth managers 'regularly surprised' by clients' investment decisions
Oxford Risk research
11/29/2022
SJP: Family is Top Source of Financial Advice for Millennials
Family is the leading source of information for millennials seeking financial advice
11/29/2022
Swiss Life and UBS Gather Millions to Combat Energy Shortage
Several investors from the very beginning participated in the transfer to CEIS3 and now a total of 38 institutional investors are on board.
11/29/2022
Indosuez voted Best Private Bank in Luxembourg for second year running
For the second year running, Indosuez Wealth Management has been voted "Best Private Bank in Luxembourg" by the leading international financial magazine Global Finance*.
11/29/2022
Private Banking & Wealth Management Switzerland Awards 2023 nominations out
Winners will be revealed on 15th December at The Dolder Grand in Zurich, Switzerland.
11/28/2022
BNP Paribas Wealth Management presents its five most relevant investment themes for 2023
After years of loose monetary and fiscal policies, bond yields fell to nearly 0% or even below zero and investors had no choice but to invest in equities to find reasonable returns.
11/28/2022
Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking and Member of the Executive Committee, Piguet Galland & Cie SA
Beginning operations in 1856 as Banque Michod, the bank underwent a series of name changes and mergers before acquiring its current name.
11/28/2022
Coutts and BGF raise £80m to back entrepreneurs in UK
The additional funding means more capital for BGF to invest in start-ups, adding to the £2.5 billion on its balance sheet. BGF typically invests between £2 to £15 million and takes a minority shareholding in the companies it backs.
11/25/2022
Adam & Co staff handed £4m lock-in bonus after Canaccord buy
The three-year lock-in bonus is spread across 21 Adam & Co staff and was offered following Canaccord’s acquisition of the Scottish wealth firm in October 2021.