10/13/2022
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage
Wealth and Asset Management
10/13/2022
Julius Baer expands its presence in the Middle East by opening a new Advisory Office in Qatar
The Bank and the Qatar Foundation also agreed on a partnership to support community impact engagements relating to youth.
10/13/2022
Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.
10/12/2022
Positive NNA and increased profitability in 9M22; 2025 strategic plan to sustain profitable growth and achieve scale
Underlying operating income increased year on year, reflecting significantly higher net interest income due to interest rate increases across currencies and a rise in other income.
10/12/2022
Signia Wealth CEO buys out tycoon founder John Caudwell
Signia Wealth CEO Carnegie Smyth and business partner Greg Malone have bought out the Phones 4u founder, who established the wealth business 13 years ago.
10/11/2022
Chase Buchanan Wealth Management Opens New Canary Island Office
Chase Buchanan Wealth Management continues to expand, opening a new office in Tenerife to provide trusted financial advice to foreign nationals living in the Canary Islands.
10/11/2022
Golding launches first €300 million energy transition fund of funds
Golding Energy Transition 2022 to invest in infrastructure for the energy transition – focussing on solar and wind energy, energy storage technologies and decarbonisation
10/11/2022
Asset managers urged to tap retail, private markets amid expectations of global growth slowdown for years
A study by Broadridge also predicts that individual investors will drive 42% of net flows in the coming decade compared to just 26% over the last 10 years
10/11/2022
Fairstone Group revenues up 22%
The deal saw TA Associates take a significant stake in the business although details of the agreement were not disclosed.
10/11/2022
BoE widens gilt purchase operations to include index-linked gilts – reaction from advisers, investment and wealth managers
The Bank of England has therefore been forced to include these in its bond buying programme.
10/10/2022
Clifton Asset Management third acquisition pushes AUM over £1bn
This is Clifton’s third acquisition in just three months, after Burnett & Reid Wealth Management in July and Noble James Associates in September.
10/10/2022
Malin Norberg: The woman behind the world’s biggest wealth fund
Global head of fixed income trading at Norges Bank Investment Management (NBIM), Malin Norberg, tells Laurie McAughtry why the firm’s investment profile is so unique, why her strategy is so long-term, and why it makes her job so much easier.
10/10/2022
Revealed: All the shortlists for the 2022 PA Wealth Partnership Awards
Six wealth managers up for Fund Selection Team of the Year
10/10/2022
Major GAM investor trims stake in asset manager
Bantleon Bank has sold 2.75 million GAM shares, cutting its stake in the firm from 11.13% to 9.41%.
10/07/2022
Results of today’s Extraordinary General Meeting - EFG International
They will join the Board of Directors with immediate effect, with Boris Collardi serving as a non-independent Board member.
10/07/2022
New Prestatyn base for wealth management firm
Establishing the new base is the result of a "growing synergy" between Hadlow Edwards and Daulby Read Insurance Brokers the parent company of Townsend.
10/07/2022
Citi scoops up Deutsche private banker for Geneva office
Cassio Hanna Valdujo, an industry veteran with more than 21 years’ experience, will join Citi Private Bank’s Latin America desk in Switzerland in January 2023.
10/07/2022
Why this economic cycle is different
Unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly hard to categorise.
10/07/2022
7IM owner values platform at £185mn
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
10/07/2022
Credit Suisse offers to buy back CHF 3bn of its bonds
The bank says it is looking to take advantage of the recent collapse in the price of its bonds amid concerns about the group’s financial health.