06/23/2023
Quilter Investors to roll out AUM discount on fund pricing
Effective from 1 July
Wealth and Asset Management
06/23/2023
Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
Family offices eyeing increased equities allocations after flight from risk
UBS report sheds light on high-net-worth sentiment
06/23/2023
Traditional diversification has ‘reached its limit’, says multi-asset chief
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Inflation, interest rates and impending recession – Our latest market views
Coutts’ clients heard our experts’ views on this and more at our latest exclusive quarterly investment event.
06/22/2023
RBC Brewin Dolphin’s Cardiff team moves to new office
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
Oliver Wyman is on a Talent Hunt After UBS Coup
All the more so as the company has prevailed against larger and more prominent competitors, especially McKinsey.
06/22/2023
Class Action Suit Targets Former Credit Suisse Executives
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
Evelyn Partners continues to expand in Scotland with addition of PPM Wealth team
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
Ratings Agency Warns of Difficult UBS/Credit Suisse Integration
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
Private banking group unveils Manchester office
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
GAM issues a first quarter 2023 Interim Financial Report
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.
06/21/2023
Liontrust suffers near £5bn outflow
The firm’s AUM dropped 6% to £31.4bn on the back of hefty client redemptions.
06/21/2023
Hugo Bedford is a Top Recommended Wealth Manager in Spear's 500 2023 Index
Once again, JM Finn's CEO features in the Spear's 500 guide to the best UK wealth managers.
06/20/2023
Union Bancaire Privée adds high-income strategy to its fixed income offering
The new strategy utilises all the existing expertise within the team so that each segment of the fixed income market is covered by one or more investment experts.
06/20/2023
Compass expands in Switzerland by acquiring 100% of HeidiPay Switzerland AG
The deal is consistent with the objectives of the new “One Brand One Culture” 2023-26 Strategic Plan
06/20/2023
Evelyn Partners racks up £20m acquisition spree bill
In its accounts for 2022, the group noted it had set aside a total of £15.5m to pay for 10 acquisitions and spent a further £4.3m on deals this year.
06/20/2023
Julius Baer publishes Global Wealth and Lifestyle Report 2023
The average price of Julius Baer’s Lifestyle Index has increased by 6% in US Dollar, but by 13% in local currencies.