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Wealth and Asset Management

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.

02/28/2024

Apollo looks to credit and wealth to grow third-party fundraising

Jim Zelter, Apollo's co-president, spoke Monday at the UBS Financial Services Conference about opportunities in the wealth channel.

02/28/2024

SJP sets aside £426mn for potential ongoing advice refunds

Following this discovery, SJP has made a provision for potential client refunds to address this.

02/28/2024

Advisers say digital wealth managers pushing them into retirement

Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners

02/28/2024

Cetera and Wealth Access launch joint venture

A partnership between Cetera and Wealth Access unites digital banking, trust, and brokerage.

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