01/26/2023
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
Wealth and Asset Management
01/26/2023
Indosuez acquires majority stake in fintech Wealth Dynamix
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
Bantleon Cuts its Stake in GAM
In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.
01/26/2023
Growth Remains But Are We Heading Into a Buyers' Market?
Prime London property prices rose in the last quarter of 2022
01/26/2023
ZKB expansion into Germany has a catch
The simplified exemption that the bank received with the completion of a project lasting several years is considered to be the entry ticket for active market development on site.
01/26/2023
Stifel CEO Wants Stock to Reach Morgan Stanley-esque Heights with Wealth Gains
Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.
01/26/2023
St James's Place sees annual funds under management fall
Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.
01/26/2023
HSBC UK boss Stuart White: Ditching fossil fuel firms won’t fix climate crisis
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
01/26/2023
Investec wins at the Citywealth IFC Awards 2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
GAM Holding AG provides an update on full year 2022 results
The Group also expects to report an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
01/25/2023
Edmond de Rothschild launches certified origin physical gold strategy
The physical gold is stored in vaults at Edmond de Rothschild’s headquarters in Geneva.
01/25/2023
How Peter built his business with 4,500 clients and £1bn funds under management in 30 years
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
Quilter plc 2022 Q4 Trading Statement
Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.
01/25/2023
Credit Suisse Paying Interest to Billionaire Plaintiff
The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.
01/25/2023
Basler Kantonalbank receives a top “AAA” rating from Fitch
Fitch also points to the company's strong capitalization, steady increase and focus on profitability, and low level of non-performing loans.
01/25/2023
Asset managers prepare for staff reductions and streamlined product offerings in challenging 2023
Compressed growth
01/24/2023
IQ-EQ’s Regional Head of Private Wealth named in eprivateclient 50 Most Influential
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/24/2023
UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.