07/17/2023
FusionIQ integrates with wealth management platform Blueleaf
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
Wealth and Asset Management
07/17/2023
GAM chairman follows Liontrust lead in shareholder tender plea
Swiss group echoes sentiment expressed by UK group’s chief executive last week.
07/17/2023
BlackRock eyes $7trn fixed income windfall on peaking rates
Money market assets will ‘flood fixed income market’
07/17/2023
HNW news: Agatha Christie’s retreat set to make a killing and is bigger always better in wealth management?
Hedgehog: News from the Côte d’Azur, the Devon coast, the high seas and London’s financial universe
07/17/2023
Ernst & Young scores mega audit deal with UBS bank
EY is taking over from PricewaterhouseCoopers (PwC), following UBS’s recent acquisition of Credit Suisse.
07/14/2023
Partners Group reports continued H1 AuM growth and reconfirms full-year fundraising guidance
During the same period, the firm committed USD 5.0 billion to transformational investing across private markets asset classes globally and generated USD 5.4 billion in portfolio realizations.
07/14/2023
ONE Swiss Bank - H1 2023 Financial Results
These positive performance indicators show that our business is well positioned to grow in the current environment.
07/14/2023
Liontrust quarterly assets under management fall but in good shape
This was attributed to net outflows of GBP1.62 billion, while GBP294 million was lost through market and investment performance.
07/13/2023
Pressure on banks = pressure on WealthTechs
Warren Buffets' famous quote: “Only when the tide goes out do you discover who’s been swimming naked.” has rung true yet again.
07/13/2023
Caledonia Investments solicits bids for $585 million wealth manager 7IM -sources
Unlike continental Europe where investment products are largely distributed through banks, the UK has a vast network of investment advisory shops that help customers manage their money.
07/13/2023
Fairstone establishes 'West Midlands Hub' with investment in Dudley's Prosperity Wealth
The growing North East wealth management group says it is looking to back management teams of larger independent financial advice firms
07/13/2023
Brooks Macdonald assets tick up on £100m quarterly inflow
In a trading update this morning, the wealth manager reported a FUM increase of 0.4% in the three-month period ending 30 June, climbing from £16.79bn to £16.85bn.
07/13/2023
GAM's largest shareholder supports the Liontrust offer
A shareholder since August 2011, Silchester is familiar with the asset management industry, regulatory approval processes globally, and GAM’s management.
07/13/2023
CEE’s best bank for wealth management 2023: UniCredit
But UniCredit is clearly committed to staying the course.
07/13/2023
Succession Wealth expands its Birmingham HQ
Totalling 64,000 sq ft, the 11-storey development has recently undergone an extensive programme of refurbishment
07/13/2023
There is a lot of catching up to do when it comes to digitization
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
07/12/2023
Intesa CEO: bank to expand in wealth management thanks to technology
Intesa last month launched Isybank, a cloud-based mobile-only bank powered by Britain's Thought Machine, which Italy's biggest lender is targeting at younger customers with digital skills and a need for only basic banking services.
07/12/2023
Monthly update: Sun shines on a brighter market mood
Stock markets are holding up, driven by easing US inflation and prospects of an uneventful economic slowdown.
07/12/2023
Credit Suisse Employees Trapped in No Man’s Land
That is potentially why the potential scale and extent of any domestic restructuring may come as more of a relative shock to a significant number of Swiss employees.
07/12/2023
Wave of Shareholder Activism Gripping Switzerland
The GAM rebels are only representative of a trend that is beginning to spread across Europe.