04/26/2022
HSBC - 1Q 2022 update
In Hong Kong, we were the first bank to gain approval to offer remote, branch-like sales and services.
Wealth and Asset Management
04/26/2022
Why is the Guernsey PIF successful?
A key element of the PIF’s popularity is down to the flexible approach to structuring in addition to the lighter regulatory touch.
04/26/2022
TISE posts strongest ever Q1 for new listings
It takes the total number of listings on TISE to 3,719 at the end of March 2022, an increase of 15% during the quarter.
04/26/2022
Wealth manager Jupiter net outflows accelerate in the first quarter
Assets under management were 55.3 billion pounds, a decrease of 5.2 billion pounds from Dec. 31, driven by negative market returns of 3.6 billion pounds and net outflows.
04/26/2022
Wealth Manager Strikes Deal for Financial Planning Firm
This follows on from Ryley Wealth Management previously merging the assets of Bentley Park in 2021.
04/26/2022
EMEA Perspectives: From secular stagnation to stagflation?
Our sector preferences for energy and materials serve as a hedge to stagflationary forces
04/25/2022
Norway’s wealth fund backs calls for special audit at scandal-hit Credit Suisse
Move by world’s biggest sovereign investor puts pressure on Swiss lender to revamp senior management
04/25/2022
Hamburger Sparkasse to become a deritrade partner
This partnership with Germany’s largest savings bank in one of the country’s strongest economic regions will show how deritrade can be deployed in the German market.
04/25/2022
Nottingham wealth management firm swoops for North Lincs counterpart
This follows on from Ryley Wealth Management previously merging the assets of Bentley Park Associates in 2021.
04/22/2022
HSBC AM launches sustainable European-focused ETF
Article 8 fund
04/21/2022
Monthly Update: Markets Return to Pre-Invasion Levels
Stock markets are back to where they were before Russia’s invasion of Ukraine, turning in a relatively solid performance in March.
04/21/2022
SJP partners get new vulnerable client tools
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
GAM Holding AG Releases Interim Statement For The Three-Month Period To 31 MArch 2022
The client will be moving approximately CHF 10.5 billion of funds and approximately CHF 1.0 billion will remain with GAM.
04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/19/2022
Fifth of UK bankers earning more than £125,000 a year benefited from non-domiciled tax status, new research reveals
The new research found the 'non-dom' status benefitted the higher earners most.