12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
Wealth and Asset Management
12/12/2022
Quilter Foundation awards £23,000 to three local charities
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
Walking the tightrope: how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…
12/09/2022
Wren Sterling Acquires Morfitt & Turnbull,Completes Mutual Financial Management & DFM Transaction and appoints CIO to run DFM
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
Maerki Baumann to pass on responsibility for its German business
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/08/2022
Pimfa launches campaign to improve wealth diversity
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
Annual financial statements of Credit Suisse real estate funds as of September 30, 2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Nick Train keeps faith in wealth manager stocks despite ‘miserable year’
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
Fairstone acquires Hereford-based IFA firm
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.
12/07/2022
Swiss Activist Investor Unhappy With Credit Suisse Strategy
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
World’s Best Private Banks 2023
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
M&G boss: We want to be a top five player in the wealth market
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.