08/03/2023
Schroders CEO says firm is ‘pretty well done’ on big acquisitions
The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016
Wealth and Asset Management
08/02/2023
Did Credit Suisse Deliver as a «Bank for Entrepreneurs»?
Depending on how things play out, even the Swiss public could suffer.
08/02/2023
Suntera Global completes on Carey acquisition
The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.
08/02/2023
Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
08/02/2023
PostFinance launches educational game for employees, issued by Sygnum
Sygnum’s B2B offering empowers partner banks and VASPs with a fast, cost-efficient market entry with innovative, regulated and compliant crypto products.
08/02/2023
Liontrust’s top shareholder Buffettology nearly halves stake
Sanford DeLand denies reduction is in connection with Liontrust’s plan to buy GAM.
08/02/2023
Coutts London Prime Property Index Q2 2023
Has Q2 suggested a return to a more competitive market or are buyers still on for a potential winner? Here is our latest insight on London’s prime property sector.
08/01/2023
Quilter’s WealthSelect boosts fixed income exposure as government bond sell off continues
This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.
08/01/2023
Evelyn Partners adds Millen Capital team as part of continued North West expansion
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
08/01/2023
Einvestment rolls out the new version of wealth management platform
Einvestment’s new version introduces a broader range of customizable settings
08/01/2023
Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
07/31/2023
Interim results of the Swiss National Bank as at 30 June 2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2023
Jupiter CEO would consider private markets venture with right partner
As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?
07/31/2023
Nugenis awards Bordier UK £200m mandate
The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.
07/28/2023
Banca Generali to Launch Swiss Operations in November
The Banca Generali Group expects the Swiss offshoot to generate between five and seven billion euros in inflows from Switzerland in the five years starting in 2024.
07/28/2023
GAM Holding AG brings forward date of EGM to 18 August 2023 and Liontrust extends offer period to 4 August 2023
This will allow GAM shareholders to consider the matters being proposed at the EGM earlier than previously scheduled.
07/28/2023
NatWest posts interim growth; IAG swings to profit
This sent stocks in New York lower, after a mostly positive start, having been boosted by a strong economic growth print for the US.
07/28/2023
Barclays combines UK wealth and private banking businesses
To improve customer and client experience
07/28/2023
Measuring what matters
The Julius Baer Foundation adopts ‘The Seven Steps’ approach to measure outcomes that matter.
07/28/2023
WH Ireland seeks £5m to avert collapse after FCA talks
has agreed to a 30% pay cut as the firm battles to survive in adverse market conditions.