08/12/2021
Swisscanto launches corporate hybrid bond fund
The strategy aims to invest in borrowers with high credit quality and a good ESG profile and to select the most attractive maturities, segments and currencies.
08/12/2021
Jupiter outsources £80m Chinese equity contract
Jupiter has appointed Ping An of China Asset Management to run its Jupiter China Fund.
08/11/2021
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.
08/11/2021
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.
08/11/2021
Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.
08/11/2021
Legal advice to Avon Financial Advisers, based in Wiltshire, was provided by Dan Bisby and Alex Aitken in our corporate team.
08/10/2021
The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.
08/10/2021
Tavistock Asset Management will retain Titan as investment manager for the MPS.
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Crestbridge obtains fund administration licence
Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.
08/10/2021
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”
08/10/2021
The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.
08/09/2021
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.
08/08/2021
IWP's Richmond House Awards £200M Mandate to Bordier UK
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender
08/08/2021
The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.
08/06/2021
The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.
08/06/2021
Rathbones manager explains why greenwashing is on the rise
Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.