08/10/2022
UBS: Christine Novakovic delivers even more
The profit trend at Europabank has been clearly upwards since 2019
Wealth and Asset Management
08/10/2022
BEKB continues on the road to success: profits at a record high in the first half of 2022
Although negative market influences shaped the rest of the ordinary income, the operating income increased by 12.6 percent overall.
08/10/2022
Geneva Cantonal Bank Bucks Recent Trends to Record Profit
That result helped propel BCGE to post a record net profit of 78 million francs in the first half of the year, up 21.9 percent over the first six months of last year.
08/10/2022
Wealth Management Market Is Booming Worldwide | Capital, AXA, BlackRock
The market Study is segmented by key a region that is accelerating the marketization.
08/10/2022
Brown Shipley pays out £5.3m for suitability failings
The UK wealth manager paid £5.3m in compensation to redress misleading pension scheme advice, with professional indemnity insurance covering £3.1m.
08/10/2022
ABN AMRO reports net profit of EUR 475 million in the second quarter 2022
In the second quarter of 2022, we delivered a net profit of EUR 475 million and an ROE of 8.8%, a good result.
08/10/2022
RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point
This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.
08/10/2022
One Four Nine Group Acquires Second Firm In Scotland
One Four Nine Group recently launched its tax efficient alternative investment panel exclusively for all its Locations
08/09/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error
08/09/2022
Nikko AM maximises Asian expertise in global asset management
One of the most successful pan-Asian companies in the financial services sector, Nikko AM is eyeing expansion to untapped markets to deliver its expertise
08/09/2022
Nikko AM Wins Three Awards from The Asset
The Asset, an influential industry publication about the asset management industry in Asia, selected the winners for each category
08/09/2022
Sanctuary Wealth Salutes Partners Named to 2022 Forbes Top Next-Generation Wealth Advisors Best-In-State List
Elizabeth Evans and Rory O'Hara rank among elite group chosen from more than 3,500 applicants
08/09/2022
England's elite hiding billions of inherited wealth
After calculating the expected flow of inherited wealth after 1920, and taking into account the impact of war and death taxes, he found that the declared wealth of certain elite families was significantly lower than expected.
08/09/2022
BCGE Half-year Group results as at 30 June 2022
Barring a deterioration in the economic situation and taking into account the projected business developments, the bank expects an increase in the overall earnings for the year.
08/08/2022
Revera AM takes 60% reduction as AssetCo deal completes
£1.1m total consideration
08/08/2022
Six Bank Wealth Management Subsidiaries Obtain Approval for Operation in 2022
The company has 2 billion yuan in registered capital and is headquartered in the Shandong province city of Qingdao.
08/08/2022
M&G plc to acquire Continuum (Financial Services)
M&G completed its acquisition of another independent financial advice firm, Sandringham Partners in January 2022.
08/08/2022
Forbes Recognizes 12 Hightower Advisors on its 2022 Best-In-State List of Top Next-Gen Wealth Advisors
Hightower advisors also appeared on Barron's Top 100 Financial Advisors and Top 1200 Top Advisor Rankings by State lists.
08/08/2022
Proudly supporting Black Women in Asset Management
Schroders’ Kimberley Lewis, Head of Active Ownership, and Remi Olu-Pitan, Head of Multi-asset Growth and Income, have both been actively involved with BWAM since its inception.
08/08/2022
Titan Wealth bolsters proposition with acquisition of Haibun Wealth
Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors.