12/20/2022
Parmenion adds RBC Brewin Dolphin and Morningstar portfolios to adviser platform
They will also still be able to access Parmenion’s own DFM model portfolio solutions.
Wealth and Asset Management
12/20/2022
Newton IM fund manager Suzanne Hutchins dies
The lead on Real Return strategy had been with the company for almost three decades.
12/19/2022
iM Global Partner announces strategic investment in Berkshire Asset Management
Through this strategic partnership, Berkshire joins iM Global Partner's extensive global asset management family and distribution network.
12/19/2022
UniCredit, Azimut partner to distribute asset management solutions in Italy
The Italian bank, through this deal, will also look to distribute its banking solutions to Azimut.
12/16/2022
Responsability to launch two impact strategies for giant UK asset manager
M&G, which recently purchased Responsability, has committed CHF225.7m to the strategies
12/16/2022
WH Ireland Group Interim Results for the Six Months ended 30 September 2022
Administrative expenses reduced by £2.2m year on year
12/16/2022
WH Ireland feels the impact of challenging market conditions
The Wealth Management division saw total assets under management fall to £2.1bn, down from £2.4bn in H1 2021.
12/16/2022
Three peculiarities of 2022 – a year in review
Central banks are having their final word for 2022 this week, but for now, we will provide a year-end review.
12/16/2022
Kingswood Holdings buys Berkshire practice for up to £6.2m
This would see £3.1m paid on completion and the balance paid on a deferred basis, which is subject to the achievement of pre-agreed performance targets.
12/16/2022
'Giving back was always a core part of SJP'
"What we often do with many of our charities is provide volunteer support, or we have people mentoring the charity leaders, or just giving time.
12/15/2022
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
Fairstone, Kingswood and Perspective all announce new deals
The deal further expands Fairstone’s nationwide coverage and takes total FUM under the group’s umbrella to more than £13bn.
12/15/2022
Fairstone adds £200mn FUM with Devon-based IFA purchase
As part of the deal, nine advisers and staff will join Fairstone Group as well as more than 800 clients.
12/15/2022
Swiss National Bank tightens monetary policy further and raises SNB policy rate to 1.0%
Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.
12/15/2022
Revealed: The sectors where GAM could launch new strategies
The head of global investments also discussed sustainable investing, arguing that many existing funds are too preoccupied with regulatory outcomes.
12/15/2022
GAM Wins IMPACT Awards for its Climate bond strategy
The award was presented by Environmental Finance, which recognises the work of impact investors
12/15/2022
Valais IAM acquires family office
Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.
12/15/2022
ZEDRA wins Trust Company of the Year at the STEP private client awards
The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore.
12/15/2022
IQ-EQ shortlisted in the 2023 Citywealth Magic Circle Awards
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
12/15/2022
Indosuez Blue Cycle, an innovative investment solution with a solidarity component
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects