08/10/2023
SCB Julius Baer offers training for heirs
Catering to high-net-worth clients, SCB Julius Baer offers a comprehensive suite of wealth management services.
Wealth and Asset Management
08/10/2023
Broadridge Reports Fourth Quarter and Fiscal 2023 Results
Q4 Recurring revenues grew 7%, up 8% constant currency, with Diluted EPS growth of 30% and Adjusted EPS growth of 21%
08/09/2023
Wealth management 2.0 – the new way to manage your clients' finances
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
Wealth management gives banks an edge
Being a commercial bank, building a wealth management book offers three critical advantages over its competitors.
08/09/2023
BEKB achieves significant increase in profits and appoints a new member of management
Customer loans increased again and income from interest business increased significantly.
08/09/2023
GAM Confirms No Delay to Upcoming EGM
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
Swissquote Client Assets Reach Record Level
Net profit increased 38 percent to 106.5 million francs.
08/09/2023
7IM moves London HQ as owner Caledonia hunts for buyers
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
ABN AMRO reports net profit of EUR 870 million for Q2 2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
Revealed: Schroders rebrands fixed income team as Houdain takes charge
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.
08/09/2023
Asia Wealth Group swings to loss amid foreign exchange hit
Records a net foreign currency exchange loss of USD205,143 compared to USD137,603 the year prior.
08/09/2023
European investors shift towards hedge funds and alternatives
The research also spotlighted the growing popularity of semi-liquid funds, especially among the high-net-worth (HNW) and ultra-HNW (UHNW) investor brackets.
08/09/2023
Abrdn CEO Stephen Bird: Closing Gars was the right thing to do
Fund manager's boss looks to potential future deals as he hopes to put Gars' fall from grace behind the firm
08/09/2023
Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
08/08/2023
RBC snatches $1.1B team from UBS
The team will now head up RBC's new office in Columbus, Ohio.
08/08/2023
Three Strategies to Help Clients Retain More Wealth From Their Businesses
Some best practices to help fight the cash flow boogeyman.
08/08/2023
Monthly update: positive market momentum continues in July
Inflation provides a pleasant surprise that encourages investors, and we make some small but important changes to our positioning.
08/08/2023
BCGE : Record Earnings
Half-year Group results as at 30 June 2023
08/08/2023
Top private markets firms capture $510bn of wealth market
The ten largest private markets asset managers, from Blackstone to EQT, are all trying to crack a $12tn wealth market by launching new funds and expanding into new regions.
08/08/2023
Quilter delivers 25% increase in adjusted profit and improved operating margin
Stabilisation in Quilter restricted adviser headcount which increased by nine financial planners on December 2022 levels.