05/05/2020
Berenberg favours Brewin Dolphin over Rathbone Brothers as it assesses UK wealth managers
In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"
Wealth and Asset Management
05/05/2020
Brewin completes integration of Investec Ireland
Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.
05/05/2020
Securing the family’s future: when family offices operate as asset managers
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/05/2020
Zug WM takes over fund and launches impact investing firm
We are delighted to partner with such a competent and experienced team
05/04/2020
Mirabaud operating result dropped 29% in 2019
Our offering grew in several investment sectors, most notably emerging markets debt.
05/04/2020
PB opens in Switzerland and looks for 40 employees
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.
05/04/2020
Julius Baer Turns Corner in Germany
It is the Swiss bank's tenth in Germany under the leadership of market head Heiko Schlag.
05/04/2020
Crisis drives Britons to organise their finances - Sanlam
Those earning £75,000 or higher and planning to take action are more inclined to take advice.
05/01/2020
Results of the Annual General Meeting of GAM Holdings
The proposed membership of the compensation committee (Katia Coudray, Nancy Mistretta and Jacqui Irvine) was also confirmed.
05/01/2020
GAM Holding Has No Current Plans To Buy Back Shares
The latter provides GAM Holding AG the flexibility to distribute future surplus capital to shareholders
05/01/2020
Coutts and Adam & Company Q1 2020 Results
Our increased, tailored client communication throughout the crisis has generated fantastic feedback.
05/01/2020
Adviser hires to meet 'unprecedented' client demand
The new recruits will further expand our business as we look to continue our strong growth pattern in 2020, which is being driven through the unprecedented demand for advice and guidance we have experienced over the last few months.
04/30/2020
St. James’s Place reports first quarter new business inflows
New business inflows and update on dividend payments
04/30/2020
How Wealth Manager’s Top 30 are tackling the Covid-19 crisis
The next generation of wealth management talent discuss the first major market event in their careers.
04/30/2020
Amundi suffers 'crisis-related outflows' during first quarter
In the first quarter of 2020, Amundi continued to develop its ESG offering.
04/30/2020
Edinburgh-based private bank Hampden & Co bullish after ‘strong year’
Edinburgh-based private bank Hampden & Co has reported “another strong year” – with income up by more than a third – and said it expects to continue attracting robust levels of new business.
04/30/2020
Gold demand rises as investor buying spree offsets jewellery plunge- GFMS
That offset a 40% year-on-year fall in consumption of gold by jewellers to 308.6 tonnes, a 19% decline in use by industry to 75.3 tonnes and an 11% dip in purchases by central banks to 129.3 tonnes, the report said.
04/30/2020
Switzerland's Falcon mulls exit from private banking, other options
One of those options includes exiting the private banking business
04/30/2020
The world’s wealthiest are sticking with stocks despite the coronavirus crisis, UBS finds
In general, business owners are also positive on the longer-term outlook
04/30/2020
Results of the Annual General Meeting of GAM Holding AG 2020
David Jacob was elected as chairman and all the other members of the BoD who stood for re-election were confirmed for a term until the end of the next AGM.