08/31/2022
Syz Group half-year results in line with ambitious budget despite market turmoil
Highly adverse market conditions translated into decreasing transaction volumes and assets under management in the first half of 2022.
Wealth and Asset Management
08/31/2022
Women, wealth and teamwork – the future of finance in Italy
The number of female clients has also risen, with women increasingly involved in managing family wealth or gaining independent wealth through successful entrepreneurship.
08/31/2022
Lombard Odier in Italy: “the Rolls Royce of private banking”
Our size allows us to focus fully on performance and to adapt operations where necessary, something that is difficult for larger banks.
08/31/2022
Wealth management veterans set up private markets platform
To give retail investors access to a wider range of asset classes
08/30/2022
Fighting Swiss inflation with a strong franc
A rising franc also risks deflationary effects at home as consumers put-off buying goods that may become cheaper.
08/30/2022
Partners Group reports strong H1 management fee growth driven by robust client demand; lower performance fees in line with guidance
Confirm our full-year 2022 gross client demand guidance of USD 22 to 26 billion.
08/30/2022
Rathbones applies barbell strategy to its multi-asset fund range
The purpose of this strategy is to strike a balance between reward and risk by focusing on two extremes.
08/30/2022
Why recession looms for the developed world
Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.
08/29/2022
Mirabaud suffers a drop in profits
Assets under management at the end of June amounted to CHF 33.2 billion.
08/29/2022
Schwyzer Kantonalbank dampens expectations
On the other hand, success in the commission business increased by 9.8 percent, and in the trading business the figure rose by as much as 16.2 percent.
08/26/2022
Quilter expands digital signature capability with addition of four providers, bringing total to 11
The additions take the number of digital signature providers recognised by Quilter to 11.
08/25/2022
LGT reports higher profits and strong net asset inflows for the first half of 2022
The first half of 2022 was exceptionally challenging due to the geopolitical and economic uncertainties in international financial markets, which was also reflected in the generally subdued level of client activity.
08/25/2022
Van Lanschot Kempen announces EGM related to capital return proposal
After the capital return, the CET 1 ratio will remain well ahead of Van Lanschot Kempen’s capital objective of 15%, plus an M&A add-on of 2.5% for acquisitions.
08/25/2022
Revealed: Evelyn's £12m bill for triple adviser swoop
Evelyn paid nearly £12m to acquire three adviser businesses last year, the latest set of accounts for Tilney Smith & Williamson reveal.
08/25/2022
Lombard Odier reports half-year results for 2022
Operating income for the first half of 2022 was CHF 689 million, down 4% from the first six months of 2021.
08/25/2022
JO Hambro Capital parent accepts $2.5bn Perpetual bid
Citywire Australia: The merger creates a global asset manager with combined funds under management of $201bn.
08/25/2022
Strategic partnership - ETH and UBS launch partnership to promote innovation and entrepreneurship
UBS will also make a donation of up to CHF 20 million to support the construction of a new ETH building on the Hönggerberg campus.
08/24/2022
Lombard International sells US and Bermuda business
In Europe, as the largest provider of insurance-based wealth, estate and succession planning solutions, our sights remain set on further growth and continued market expansion.
08/24/2022
Abrdn on brink of FTSE ejection
The asset manager could be dropped from the FTSE 100 next week, after its share price dived this year.
08/23/2022
Finitor Wealth snaps up two advice firms with PE backing
FMB is a second-generation family business with eight advisers in Kendal, Cumbria and more than £250mn AUA.