08/02/2023
Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
Wealth and Asset Management
08/02/2023
Liontrust’s top shareholder Buffettology nearly halves stake
Sanford DeLand denies reduction is in connection with Liontrust’s plan to buy GAM.
08/02/2023
Coutts London Prime Property Index Q2 2023
Has Q2 suggested a return to a more competitive market or are buyers still on for a potential winner? Here is our latest insight on London’s prime property sector.
08/01/2023
StanChart to Open More Hong Kong Branches for Millionaires
The branches will be located in tourist hotspots in the city.
08/01/2023
HNWIs favour advice from IFAs: LGT Crestone
Older HNWIs between 50 and 59 years of age display the most keenness for IFAs (64 per cent), followed by HNWIs over the age of 60 (57 per cent).
08/01/2023
HSBC sees 89% rise in quarterly pre-tax profit, beating analysts’ expectations
Total revenue for the second quarter came in at $16.71 billion, 38% higher than the $12.1 billion seen in the same period a year ago.
08/01/2023
Quilter’s WealthSelect boosts fixed income exposure as government bond sell off continues
This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.
08/01/2023
Evelyn Partners adds Millen Capital team as part of continued North West expansion
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
08/01/2023
Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
08/01/2023
Mercer Advisors snaps up Private Asset Management
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
Asian wealth managers falling behind on digital
The most common complaints concerned mobile apps.
08/01/2023
Julius Baer to launch offshore India equity focused fund in September
First ever proprietary India equity focused fund on its offshore platform, says honcho Rahul Malhotra
08/01/2023
PIMFA announces shortlist for 2023 Diversity & Inclusion Awards
Launched in 2021 and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.
07/31/2023
Demand for independent advice high among HNW individuals
The research did not define the ‘independent’, leaving interpretation of the laden term in the hands of HNW respondents.
07/31/2023
Switzerland’s global wealth crown up for grabs
For generations, Switzerland has been the go-to destination for offshore wealth.
07/31/2023
Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm
$600 million Silicon Valley Firm, Founded by the Father-Son Team Chris and Michael Glomb, Look to Expand its Successful Business
07/31/2023
Interim results of the Swiss National Bank as at 30 June 2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2023
Jupiter CEO would consider private markets venture with right partner
As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?
07/31/2023
Nugenis awards Bordier UK £200m mandate
The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.
07/28/2023
Private banks eye bigger slice of private credit market
Distressed debt and senior secured loans look attractive, but the pitfalls of limited transparency and liquidity remains.