09/18/2023
Tax deductions: how to optimise Pillar 2 buybacks
In practice, Pillar 2 buybacks involve making one or more payments to rectify your occupational pension shortfall.
Wealth and Asset Management
09/15/2023
St James’s Place/wealth management fees: new rules bring needed self- reflection
Could lower fees win more customers in the long term?
09/15/2023
Broadridge Launches New Cloud-based Reconciliation & Matching Solution - BRx Match
All-in-one solution solves reconciliations with business-user self-build to improve total cost of ownership and drive trade simplification
09/15/2023
Deutsche Bank and EIB cooperate to give mid-caps easier access to sustainable finance
The cooperation will make a total of 400 million euros available to such companies, with at least half of the loans earmarked for financing projects that boost renewable energy production.
09/15/2023
Royal London Asset Management to limit access to Global Equity Select strategy
Royal London believes this decision is in the best interest of its clients, ensuring that the strategy and its portfolio managers can continue to access all parts of the global equity market.
09/15/2023
Gresham House sets eyes on long-term ambitions as profits climb
AUM up by 5% to £8.3bn
09/15/2023
T. Rowe Price Group Reports Preliminary Month-End Assets Under Management for August 2023
Preliminary net outflows for August 2023 were $7.8 billion, including a redemption from a subadvisory client.
09/15/2023
Bridgewater Associates leads in attracting high-net-worth Chinese investors
The firm's strategy and performance have evidently resonated with wealthy Chinese investors, contributing to its rapid growth in this segment.
09/15/2023
UBS Invites Top Clients to Credit Suisse for Singapore Formula 1
Although the majority of them aren't Swiss, they identified with the company founded by Swiss entrepreneur Alfred Escher, which for decades stood for Swiss virtues like stability, security, quality, and reliability.
09/15/2023
Chartered Asset Management picks Northern Trust for custody services
The programme allowed fund managers to constitute their investment funds as VCCs.
09/15/2023
UBS CEO committed to staying at the helm through 2026
The biggest bank merger since the global financial crisis was hastily arranged in March by the Swiss government to avert Credit Suisse's collapse.
09/15/2023
Cayman Islands to open Singapore office to lure Asia’s wealthy
Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region
09/15/2023
'Swiss authorities are playing catch-up on financial crime reforms'
They also seek to shift the responsibility for that task onto the shoulders of the private sector, which will be under new duties to flag risks and bolster scrutiny of legal structures.
09/14/2023
We’re not expecting a crash or a global recession
Union Bancaire Privée has acquired an asset management business in Japan
09/14/2023
European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
09/14/2023
Swiss Prime Site Solutions becomes AMAS member
The real estate manager Swiss Prime Site Solutions is the latest active member of the Asset Management Association Switzerland.
09/14/2023
Raiffeisen Aims Big by Thinking Small
Raiffeisen Group attracted 1.8 billion Swiss francs of new custody assets in the first half of the year.
09/14/2023
Brooks Macdonald's adviser MPS business represents 20% of assets
The company confirmed there were outflows from the main bespoke service, though its decumulation product within this grew its assets by 50 per cent over the year.
09/14/2023
Boutique could split from Natixis IM
Natixis said that a sale is not on the agenda, but Citywire sources think it is likely.
09/14/2023
Artemis launches luxury brands fund for ex-GAM manager
Swetha Ramachandran will manage the thematic equity fund which looks to tap into the ways that demographic and geographic shifts are changing consumer spending.