08/29/2024
Interest Business Weighs on Bank Frick's Profit
The balance sheet total stood at 2.5 billion francs at the end of June.
Wealth and Asset Management
08/29/2024
Wealth managers go west with acquisition
Glasgow base helps Tweed Wealth Management cover the nation
08/29/2024
Evelyn Partners adds 2 funds to Sustainable MPS in rebalance
The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.
08/29/2024
Wealth managers warn investors of upcoming UK government tax raid
The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’
08/29/2024
BNP Paribas Asset Management launches fixed maturity ETFs
The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.
08/29/2024
Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List
Three Steward advisors earn place on prestigious list honoring advisors under 40
08/29/2024
U.S. has more 401(k) millionaires than ever, report shows
Nearly 399,000 Americans also have a least $1 million in an individual retirement account.
08/28/2024
Dubai-based Hoxton Capital Management rebrands to Hoxton Wealth
Since Hoxton’s inception in 2018 it has committed to being a more wealth tech-focused and less ‘pen, paper and pinstripes’ advisory model
08/28/2024
Nomura Is Hiring Wealth Managers After Years of Staff Overhaul
The division that generates a quarter of revenue at Japan’s biggest brokerage is past an era of reducing staff and is now keen to recruit mid-career talent
08/28/2024
BCGE: Restructuring the Group’s front-office activities
The BCGE Group’s front-office divisions are being restructured to strengthen their positioning vis-à-vis the Bank’s various client segments.
08/28/2024
The latest move: EFG Harris Allday joins 103 Colmore Row
Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.
08/28/2024
Laurent Gagnebin: “There is some movement in the banking sector”
A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.
08/28/2024
LLB Invest merges multi-asset funds
Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.
08/28/2024
Rothschild & Co Zurich’s profits decline on lower interest income
The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.
08/27/2024
Barclays to shut wealth management services in 130 countries
Barclays announced plans in April to restructure its wealth business
08/27/2024
LLB Group with further increase in profit
The bank group again increased its profit.
08/27/2024
Former Credit Suisse Marketing Chief Reemerges
He received several awards for his ability to create an emotional connection to what are often considered «dry» financial products.
08/27/2024
HSBC looks to double UK wealth business as banks target 'mass affluent'
Big banks have traditionally shunned the mass affluent
08/27/2024
Wealth management & taxes: planning for financial prosperity
Working with an advisor and proactively investing in wealth management tax strategies could substantially lower how much you and your family members owe.
08/27/2024
BancaStato Group Half-Year Financial Results 2024
After an unrepeatable 2023, the operating result falls by 16.0% and reaches 85.7 million, still double that of 2022.