07/20/2021
Wealth management industry leads way with AI technologies
Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.
Wealth and Asset Management
07/20/2021
Netwealth looks to IFA acquisitions for growth strategy
This will include bolstering its intergenerational advisory and wealth planning capabilities.
07/20/2021
Arbuthnot Banking 1H Pretax Profit Rose, Restores Dividend
Customer loans in the period rose to GBP1.72 billion, up 12% from the first half of the previous year.
07/19/2021
‘Corporate Housekeeping’ - Re-domiciliation of Equiom Group Holding Companies
Established in the Isle of Man in 1978, Equiom now has a truly global footprint with 18 offices around the world and employs close to 600 staff.
07/19/2021
First half-year results 2021 UBP
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
Citywire UK Awards 2021: All the fund manager nominees
We reveal the nominees for our UK fund group awards 2021.
07/16/2021
Apex Group secures additional equity investment from Carlyle and Mubadala
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
Rothschild & Co wins two awards
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
The Ostrich, the Antelope and the Tiger
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
Rothschild & Co announces the completion of the acquisition of Banque Pâris Bertrand
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
Inflows drop at Nucleus ahead of takeover
James Hay will merge operations of Nucleus with James Hay Group to create one financial planning and retirement-focused adviser platform.
07/16/2021
PE firm makes double acquisition to create UK wealth manager
The acquisitions are expected to complete shortly
07/16/2021
Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT
Wealth management is a long-term portfolio theme for FGT
07/15/2021
GAM Almost Out of the Red
The company may have benefited from an extraordinarily good environment for the asset management business.
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
Brooks Macdonald's 4Q Funds Under Management Hit Record
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.
07/15/2021
Gresham House assets grow steadily as ESG appetite endures
Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025
07/15/2021
W.H. Ireland Swung to Pretax Profit for FY 2021
The profit was driven by strong performance from its capital-markets division
07/15/2021
Top 4 WealthTech companies transforming the European market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.