03/01/2023
Results statement - full year to 31 December 2022 Rathbones
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.
Wealth and Asset Management
03/01/2023
J. Safra Sarasin Group announces another year of good results in 2022
Group CET1 Capital of CHF 6.2 billion up from CHF 5.7 billion at the end of 2021, with a CET1 ratio of 44.1%, well in excess of regulatory requirements.
03/01/2023
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
Vanguard closes financial planning arm
In an email to clients sent last night, seen by NMA, Vanguard said it will be refunding clients all financial planning fees they have incurred from the service since they joined.
03/01/2023
Rathbones assets drop £8bn as wealth managers feel the squeeze
CEO Paul Stockton says long-term trends are still in the sector's favour
03/01/2023
Global dividends hit record $1.6trn in 2022
Janus Henderson
03/01/2023
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
SJP Full Year Results announcement 2022
Proposed full year dividend of 52.78 pence per share (2021: 51.96), in line with our 70% target pay-out ratio
02/28/2023
Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle
The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.
02/28/2023
LGT to acquire discretionary fund management business of abrdn in the United Kingdom
Upon closing of the transaction, LGT Wealth Management, the UK-based wealth manager and part of LGT, will assume the client relationships of the acquired business and all of its employees.
02/28/2023
Allfunds publishes its preliminary 2022 financial results and announces the closing of the MainStreet majority stake acquisition
It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.
02/28/2023
Man Group AUM falls 4% in 2022 despite $3.1bn in inflows
$8.4bn of 'combined negative impacts'
02/28/2023
abrdn reports 8% drop in AUM throughout 'one of the toughest years in living memory'
Net outflows of £13.4bn
02/28/2023
Agreement to sell Discretionary Fund Management Business
abrdn’s Managed Portfolio Service business, which is currently part of the DFM business
02/27/2023
LLB Group posts best Group business result for more than ten years Continuing on growth trajectory
In 2022, the LLB Group continued its dynamic growth with further net new money inflows and higher loans to clients contributing to the development.
02/27/2023
Rothschild & Co wins Best Corporate Finance Adviser award from GlobalCapital
This recognition reflects our leading Debt Advisory activity and marks the third consecutive year that we have won this award.
02/27/2023
The Curse of the Credit Suisse Chairman
A fish rots from the head down has become a common retort when Zurich bank managers are asked about the main reason for the downfall of a once proud bank.
02/27/2023
Bank Linth: Pleasing business result for 2022
Bank Linth's volume growth maintained its momentum in 2022. Loans to customers increased by 4.4 percent to CHF 6,783.9 million.
02/27/2023
Baar independent asset manager rebrands
The firm, previously known as Asset Management Partners, said the name change will not have a wider impact on its clients.
02/27/2023
James Hambro & Partners hits £5bn as Edinburgh and Leeds pays off
The wealth firm's recent launches in Edinburgh and Leeds helped propel its assets under management above £5bn for the first time in its history.