08/10/2023
Fos tells Quilter to pay out over unnecessary adviser charges
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
Wealth and Asset Management
08/10/2023
Schroders renames global fixed income desk and reshuffles manager lineup
Team now led by Julien Houdain
08/10/2023
Handelsbanken Norway expands and focuses on customer growth in wealth management – modernizing its wealth platform with Tietoevry
In addition, the Wealth platform from Tietoevry Banking will enhance self-service actionability, with 24/7 availability and the highest security standards.
08/10/2023
Compagnie Bancaire Helvétique: Half-Year Figures 2023
The net new money inflow was supported by the recruitment of experienced relationship managers in CBH's Brazilian subsidiaries and in the Middle East region.
08/10/2023
Top Emerging Technologies in Wealth Management 2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
VonLehman launches wealth management firm
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Rabobank posts net result of EUR 2,528 million for the first half of 2023
Total income increased by 36% driven by strong net interest income development, benefitting from higher margins on deposits
08/10/2023
Odey AM and Brook AM to transfer significantly smaller funds as assets shrink by up to 68%
Investment Week analysis
08/10/2023
UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors
08/10/2023
SCB Julius Baer offers training for heirs
Catering to high-net-worth clients, SCB Julius Baer offers a comprehensive suite of wealth management services.
08/10/2023
Broadridge Reports Fourth Quarter and Fiscal 2023 Results
Q4 Recurring revenues grew 7%, up 8% constant currency, with Diluted EPS growth of 30% and Adjusted EPS growth of 21%
08/09/2023
Wealth management 2.0 – the new way to manage your clients' finances
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
Wealth management gives banks an edge
Being a commercial bank, building a wealth management book offers three critical advantages over its competitors.
08/09/2023
BEKB achieves significant increase in profits and appoints a new member of management
Customer loans increased again and income from interest business increased significantly.
08/09/2023
GAM Confirms No Delay to Upcoming EGM
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
Swissquote Client Assets Reach Record Level
Net profit increased 38 percent to 106.5 million francs.
08/09/2023
7IM moves London HQ as owner Caledonia hunts for buyers
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
ABN AMRO reports net profit of EUR 870 million for Q2 2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
Revealed: Schroders rebrands fixed income team as Houdain takes charge
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.