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St. James’s Place annual results

During 2021 we achieved record gross and net flows and these, together with positive investments markets

Lombard Odier reports strong 2021 annual results

The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.

Pre-tax profits soar at Rathbones

Our financial results for 2021 are strong

Complexity is the biggest wealth planning challenge for serial CEOs

Unpick pay structures and pensions before making plans – Matthew Brown

EFG International reports full-year 2021 results

EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)

‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?

The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?

Abrdn streamlines pay and benefits structure for advisers

Abrdn Financial Planning will be making a further change on 1 April, to “standardise” terms and conditions.

HSBC More Than Doubles Profit

Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.

Hargreaves Lansdown expands into advice

The company reported pre-tax profits of £151.2mn in the period.

Titan Wealth Holdings Acquires Cardale Asset Management

The acquisition of Cardale is anticipated to double Titan Wealth’s revenues and will also support its continued growth towards meeting its target of £20-30bn in AUM within four years of launch.

Credit Suisse denies wrongdoing after big banking data leak

While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b

Kingswood completes acquisition of South Yorkshire Financial Planning Firm

Following completion of the deal, Kingswood's client facing advisory team now stands at 94 people, UK funds under advice/management at £7.2bn, with the number of active clients growing to more than 19,300.

Why Personalized Advice at Scale is the Next Evolution of Wealth Management

All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.

Walker Crips sails into the Solent

Walker Crips has opened a new office in Fareham, Hampshire, to expand its regional client base in the South of England.

Schroders launches Sustainable Bond Fund for global corporates and sovereigns

The fund will also draw on Schroders’ recognised expertise in sustainable credit, and integrate the firm’s proprietary

Belfast wealth management firm has recorded ‘significant growth’ throughout 2021

A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.

Family offices should consider multiplying their giving with impact investing

Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue

Wealth management in the new world

Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.

Man GLG launches global bond fund for AAA-rated Golan

The Man GLG Global Investment Grade Opportunities fund will invest at least 80% of its net asset value in investment grade bonds

Coutts doubles net new flows as bank heeds ‘step change’

Flavel said 2021 proved to be “a stand-out year”, both in terms of Coutts' financial results

Wealth and Asset Management