03/02/2023
Raiffeisen with very good annual result
The profit exceeds the previous year's result by 10.6 percent.
Wealth and Asset Management
03/02/2023
‘Stress test’ year sees Schroders profits slide 14%
Market movements blamed for 4% AUM decline
03/02/2023
Hubert Keller: «I hope my style is the Lombard-Odier style»
We expect central bank policy to remain tight in 2023, which should make for volatile stock markets.
03/01/2023
J. Safra Sarasin: «Takeovers Cannot Be Planned»
On earnings power alone, the bank performed admirably last year as net profit rose four percent to 440.2 million francs ($476.6 million) compared to the record year 2021.
03/01/2023
Wealth managers support HK’s family office incentives
Recent measures should strengthen Hong Kong’s competitive edge and encourage new and existing family offices to expand their presence.
03/01/2023
WealthTechs win by managing wealth and not the wealthy
Traditional wealth managers often have their eyes locked on servicing high net worth (HNW) and ultra-high net worth (UHNW) clientele.
03/01/2023
Results statement - full year to 31 December 2022 Rathbones
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.
03/01/2023
J. Safra Sarasin Group announces another year of good results in 2022
Group CET1 Capital of CHF 6.2 billion up from CHF 5.7 billion at the end of 2021, with a CET1 ratio of 44.1%, well in excess of regulatory requirements.
03/01/2023
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
Vanguard closes financial planning arm
In an email to clients sent last night, seen by NMA, Vanguard said it will be refunding clients all financial planning fees they have incurred from the service since they joined.
03/01/2023
Wellington expands fund range to Singapore HNWIs
The investment manager launched three new funds targeting the wealth channel in Singapore, following its first retail launch in 2021.
03/01/2023
Rathbones assets drop £8bn as wealth managers feel the squeeze
CEO Paul Stockton says long-term trends are still in the sector's favour
03/01/2023
Global dividends hit record $1.6trn in 2022
Janus Henderson
03/01/2023
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle
The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.
02/28/2023
Agreement to sell Discretionary Fund Management Business
abrdn’s Managed Portfolio Service business, which is currently part of the DFM business
02/28/2023
LGT to acquire discretionary fund management business of abrdn in the United Kingdom
Upon closing of the transaction, LGT Wealth Management, the UK-based wealth manager and part of LGT, will assume the client relationships of the acquired business and all of its employees.
02/28/2023
UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list
This select group of UBS advisors participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances.
02/28/2023
Noah Holdings wins 'Best Independent Wealth Manager - China' at Asian Private Banker Awards for Distinction 2022
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private banking and wealth management in the Asia Pacific region.
02/28/2023
UBS commits $3 million to Black Innovation Alliance
The partnership is designed to support the growth and development of BIA’s membership base, which will include launching a digital laboratory with resources for founders, hosting training summits for members, providing funding to help develop new, i