05/04/2023
Coutts makes mortgage range available to brokers
This has an arrangement fee of 0.5% of the loan, with a minimum £1,000 fee and no maximum applied.
Wealth and Asset Management
05/04/2023
Investment Association and Thinking Ahead Institute launch investment industry drive to gather richer diversity data
This will, for the first time, provide a more detailed overview of the demographic makeup of the UK investment management industry and allow firms to benchmark their progress.
05/04/2023
Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
05/04/2023
Van Lanschot Kempen: first-quarter 2023 trading update
Van Lanschot Kempen shares have been included in both the Euronext AMX Index and the AEX ESG Index since March 2023, underlining our growth both as an organisation and in terms of sustainability in the past few years.
05/03/2023
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
05/03/2023
UBS launches new multi asset emerging markets fund
Although EM assets have struggled since the start of the COVID-19 pandemic, underperforming relative to their developed market counterparts, emerging economies, especially those in Asia, significantly outgrew developed economies over the last decades.
05/03/2023
UBS Advisor Team Mainsail Wealth Partners Named to the Barron's Top 100 Private Wealth Management Teams List
Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
05/03/2023
Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
05/03/2023
Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%
05/03/2023
Evelyn Partners adds new models to International MPS range
The International MPS strategies feature a blend of best-of-breed actively managed and passive funds.
05/03/2023
BNP Paribas Group: Results as at 31 March 2023
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter 2023.
05/02/2023
Credit Suisse is still hunting for managers
Roles visible on the Credit Suisse website include wealth management relationship managers and a Swiss franc fixed income portfolio manager.
05/02/2023
Schroders quietly boosts stake in takeover target GAM
Asset manager pushes beyond 5% position in Swiss group, according to most recent filing.
05/02/2023
Aviva Investors follows Schroders with £1.5bn LTAF launch
The LTAF is a new category of open-ended funds, designed to invest in long-term, less-liquid assets
05/02/2023
HSBC Holdings plc 1Q 2023 Earnings Release
Profit before tax rose by $8.7bn to $12.9bn.
05/02/2023
Baillie Gifford and JO Hambro took losses on First Republic before write-off
Both asset managers decided to exit the US bank following the fallout from the collapse of Silicon Valley Bank.
05/02/2023
Schroders cuts multi-asset fees to challenge LifeStrategy market
Schroders has relaunched its multi-asset Tactical portfolio range, capping charges at 0.22% in a bid to win client money from a popular market.
05/02/2023
Lombard Odier UK scoops PAM award for innovation
The PAM Awards are among the most respected in the UK wealth management industry, and this marks our fourth win in five years.
05/02/2023
GAM Holding AG - Deferral of publication of the Annual Report 2022, Approved by SIX Exchange Regulation AG
SIX Exchange Regulation AG has approved this exception of the maintenance obligations and thus the deferral of the publication of the Annual Report 2022 of GAM Holding AG as well as the submission of this report to SIX Exchange Regulation AG by no later t
05/02/2023
Erich Pfister turns the helm at Banque Cramer
Geneva-based Banque Cramer benefited from its expansion and acquisition policy in 2022.