03/10/2023
UK wealth portfolios flounder as FTSE reaches record high
All four of Asset Risk Consultants’ Private Client Indices (PCIs) saw moderate losses during the month, according to estimates published last week.
Wealth and Asset Management
03/10/2023
Zurich private bank publishes climate scores for its managed assets
Globalance’s greenhouse gas emissions were found to be 60% lower than the comparative values of the MSCI World benchmark.
03/09/2023
Evelyn Partners announces £184.3 million of adjusted EBITDA in 2022
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.
03/09/2023
BNP Paribas Asset Management adds to range of sustainable ETFs with two new bond funds
The index excludes issuers in sectors with a negative ESG impact (such as fossil fuels), those in violation of the principles of the United Nations Global Compact and those involved in ESG-related controversies.
03/09/2023
Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
03/09/2023
M&G plc full year 2022 results
Returned nearly £1 billion to shareholders through dividends and share buy-back
03/09/2023
Partners Group announces amendments to the composition of its Board of Directors and an addition to its Executive Team
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
Solid results, increased cash remittance and higher dividend at Baloise
This resulted in profit attributable to shareholders of CHF 548.0 million.
03/09/2023
UBS’s Helen Ollivro wins Woman of the Year for Jersey in Citywealth’s Powerwomen Awards 2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
03/09/2023
Schroders receives approval to launch first Long-Term Asset Fund
Private assets have the potential to help DC investors achieve their aims of a good outcome in retirement.
03/08/2023
An eventful start to the year for equity markets
The positive tone also reflected an adjustment of expectations among investors, who are now predicting a less severe global recession, while stocks that were oversold in 2022 – like Amazon, Tesla, Meta and Nvidia – rebounded strongly in 2023.
03/08/2023
Quilter plc preliminary results for the year ended 31 December 2022
Quilter Investment Platform net inflows of £2.2 billion (2021: £3.5 billion) representing 3% of opening AuMA (2021: 5%), reflecting an industry wide slowdown in gross flows.
03/08/2023
Sustainable finance: Survey reports differences in how investors in French and German parts of Switzerland invest
Yet in practice, German speakers are actually ahead of the game: only 15% of them have no sustainable investments at all, compared to 26% of French speakers.
03/08/2023
Hawksmoor soars at Citywealth Powerwomen awards
The Award comes on the eve of International Women’s Day, conceived to celebrate women’s achievements, raise awareness about discrimination, and drive gender parity.
03/08/2023
RLAM profits soar 58% despite turbulent 2022
In its annual results to the end of December 2022, Royal London Asset Management reported its pre-tax profit jumped to £210m from £133m in 2021.
03/08/2023
Rosie Allsopp wins gold at the Citywealth Powerwomen Awards
The gold award recognises Rosie's outstanding achievements in her role at Guernsey Finance and her wider influence in the island's financial services sector.
03/08/2023
Quadruple Success for JTC in Citywealth Powerwomen Awards
In addition, JTC was awarded bronze for ‘Best Employer – Career Progression’ in recognition of the firm’s approach to professional development and the career support it offers – backed up by JTC’s shared ownership and i
03/08/2023
HIGHVERN celebrates its own Power Woman
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.
03/07/2023
Fairstone makes second acquisition of 2023
Deal adds £200m in funds under management to the group
03/07/2023
An earnings recession? Reading between company lines
In the US, S&P500 firms’ earnings fell on the previous year for the first time since the pandemic, with materials, financials, technology, utilities and communication services leading the decline.