03/01/2024
BlackRock and Fidelity build positions in Butterfield Bank
Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.
Wealth and Asset Management
03/01/2024
Leonteq publishes agenda and proposals of the Board of Directors for the Annual General Meeting 2024
The Board of Directors also proposes the re-election of Deloitte AG as its statutory auditor for the financial year 2024 and the re-election of the independent proxy.
03/01/2024
Acrevis Bank offers a generous dividend increase
The Acrevis Bank in eastern Switzerland achieved a net profit of 23.6 million francs in the 2023 financial year.
03/01/2024
UK wealthtech start-up Sidekick debuts new wealth management app
Sidekick claims its digital wealth management solution provides users with expert-managed investment portfolios and access to liquidity, if needed, by borrowing against their investments.
03/01/2024
Deutsche Bank jumps into the breach of the CS corporate customer business
This means that Deutsche Bank is jumping into a gap that was created by the disappearance of Credit Suisse (CS) in the local corporate customer business.
03/01/2024
Bank Avera: Strong profit increase under new management
This is probably due to the growth of customer funds and loans and the increased interest rates, as we can see further.
03/01/2024
Six wishes to make this a Budget for entrepreneurs
The Chancellor should therefore make the Spring Budget on March 6th one that incentivises entrepreneurs and encourages them (and others) to invest in the UK.
02/29/2024
Tifin and RBc Wealth Managmeent expand partnership
The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack.
02/29/2024
Coutts awarded five stars across all reported categories in the latest UN PRI 2023 result
The latest scoring for signatories for the United Nations-supported Principles for Responsible Investment (PRI) assessment gives Coutts the top, five-star rating across all categories that were reported on.
02/29/2024
Asset managers finally find favour with top investors
A record nine asset management groups now receive Citywire Elite Companies' top AAA rating after a steady climb over the past seven months.
02/29/2024
Fadi Barakat on REYL Intesa Sanpaolo Finance’s Boutique Independent Offering for the UAE’s Dynamic Wealth Market
It believes that its position as a boutique independent wealth firm is ideal for achieving the best client outcomes and for the firm’s ongoing strategic growth.
02/29/2024
Rothschild & Co Bank: Ex-Credit Suisse Bankers Need to Deliver
They have only had a limited impact on net new money inflows to date even though profit is up significantly.
02/29/2024
Barclays Private Bank Launches 'A Guide to Giving' for Philanthropists: Empowering Impactful Donations
A Guide to Giving' emerges as a beacon for philanthropists, whether they're embarking on their donation journey or looking to refine their approach.
02/29/2024
Schroders full-year results 2023
Execution of our strategy delivers growth despite industry headwinds
02/29/2024
WealthSelect MPS added to third-party platforms for the first time
Since inception, WealthSelect has been one of the best performing managed portfolio services in the market.
02/29/2024
London & Capital Group and Waverton Investment Management Group Announce Merger
The new combined entity will have an AUM of over £17 billion
02/29/2024
BLKB will achieve excellent business results in 2023 and will significantly increase the distribution
The BLKB increases the distributions to the canton and the certificate holders by around 14% and at the same time substantially strengthens its own funds.
02/29/2024
St. James's Place Full Year Results 2023
Robust underlying financial performance impacted by one-off provision
02/29/2024
Hong Kong budget: Paul Chan has pulled all stops, but has city done enough to secure asset and wealth management hub status?
City should focus on controllable factors and build on its unique advantages: HKIFA
02/28/2024
EFG publishes agenda for its Annual General Meeting 2024
Shareholders can attend the Annual General Meeting (AGM) in person in Zurich or they can vote online or by granting a power of attorney and issuing voting instructions to the independent proxy.