07/21/2022
Credit Suisse Mexico and Actinver sign strategic alliance agreement
This is in line with Credit Suisse Wealth Management’s strategy to strengthen and simplify its offering in priority growth markets, including through strategic alliances.
Wealth and Asset Management
07/21/2022
Sedulo planning for expansion in wealth management following £2.85m funding deal
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
07/21/2022
Prashant Bhayani on China Tech: «It's a ‘Show Me’ Market»
People need to see the details so they can estimate the earnings impact.
07/21/2022
Wealth manager Saltus snaps up London IFA
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
07/21/2022
Private equity - investing in uncertain times
Alternative investments - which include hedge funds and various types of private assets - are the right choice in the face of uncertainty.
07/21/2022
Brewin Dolphin: Q3 22 Quarterly Trading Update
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
07/21/2022
AJ Bell platform assets drop amid adverse market conditions
FTSE loses 6% in three months to June
07/20/2022
Arbuthnot Banking Group Unaudited results for the six months to 30 June 2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
Vontobel Changes Course in Asia
The private clients booked in Hong Kong are currently being informed of the development.
07/20/2022
Barclays Opens Subsidiary in Taiwan
The new unit, which will be called Barclays Securities Taiwan, will leverage global expertise from its corporate and investment bank to provide access to regional and global capital markets.
07/20/2022
Migros Bank continued on its growth course in the first half of the year
Migros Bank used its earning power to strengthen its core business and to further implement the overall bank strategy launched in 2021.
07/20/2022
BLKB has plans for its own fund house
In the interest business, the main business of the cantonal bank, the institute was able to increase net income by 4.1 percent to CHF 140.9 million.
07/20/2022
BMO joins GPFA and raises total assets to $10tn
GPFA brings together beneficial owner members with the goal of encouraging the development of a more effective and transparent marketplace for securities financing activities, liquidity management and collateral management.
07/20/2022
Sanlam Wealth sets out ambitious growth plans post rebrand
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
07/20/2022
TAM Asset Management: Long term investing isn’t a luxury everyone has
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
07/20/2022
EU Looking to Lock Switzerland Out
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.
07/20/2022
One Four Nine Group acquires firm in Scotland
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
07/19/2022
Merrill reports ‘bull market for advice’ in Q2 earnings call
Rising interest rates helped; the $1.8bn in net interest income recorded last quarter was also an all-time record.
07/19/2022
Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development
The Galehead partnership and pipeline will contribute towards GIG’s strategy of owning both development and operating-phase renewable energy assets.