07/28/2022
Rathbones Group Plc releases half year 2022 results today.
Despite a difficult market backdrop, net inflows in the first half were positive.
Wealth and Asset Management
07/28/2022
Schroders plc - half-year results to 30 June 2022 (unaudited)
“We have built a diversified and resilient business that has weathered difficult market conditions, can fund growth and has put us in an excellent position to serve our clients."
07/28/2022
Barclays' blunders overshadow strong trading performance
The British lender on Thursday reported pretax profit of 3.7 billion pounds for the first six months of the year, down from 4.9 billion pounds in the same period last year and just below analysts' forecasts.
07/28/2022
St. James's Place Half Year Results 2022
Strong new business and financial performance
07/27/2022
Sancus Announces Update on Trading for the First Half of Year
Group shows substantial growth
07/27/2022
Future Returns: How Goldman Private Wealth Clients Are Moving Toward Impact
That year, Goldman Sachs Asset Management bought Imprint Capital, a dedicated sustainable investing firm, and brought on its co-founders, John Goldstein and Taylor Jordan.
07/27/2022
Four Information Management Barriers Wealth Management Professionals Face
The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.
07/27/2022
Deutsche Bank reports profit before tax of € 1.5 billion, its highest second-quarter profit since 2011
Deutsche Bank has announced its highest second-quarter and half-year post-tax profits since 2011.
07/27/2022
The Great Inflation Balancing Act
With inflation reaching record levels on both sides of the Atlantic, Coutts Head of Asset Allocation Lilian Chovin takes a deep dive into what it means for investors.
07/27/2022
VP Bank sets out Asia expansion plans
Asia is a key strategic region for the Liechtenstein-based bank as it invests in technology to meet the challenges of generational transition, according to CEO Paul Arni.
07/27/2022
WH Ireland delivers pre-tax profits of £1.4m as discretionary AUM grows
WM AUM remains at £1.6bn
07/27/2022
Lending to Wealthy Clients Gives UBS’ Wealth Business a Boost
Several wealth managers have reported that net interest income soared during the second quarter thanks to higher interest rates and steady demand for securities-based loans, mortgages, and other lending products.
07/27/2022
Apex Group partners with AlphaCentrix for data management
AlphaCentrix’s middleware and data warehouse solutions provides cutting edge technology solutions for security master, trade capture, price control and review, corporate actions, and to meet the complex custom reporting needs of the client.
07/27/2022
The best employment lawyers for senior executives, wealth managers and family offices in 2022
The best employment lawyers will be adept at settling matters swiftly and smoothly, avoiding court where possible – but making sure to do what is necessary to secure the best result for their client.
07/27/2022
WBD's private wealth team top-ranked by Chambers High Net Worth guide
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/26/2022
Sanlam Wealth mulls migration of £7bn AUM to customised platform
Currently, the Sanlam Portal and Platform sit with Chesnara, along with £7bn of assets.
07/26/2022
UBS Part of Banking Group Suffering Buyout Lending Loss
Bridge loans play an important role in the completion of individual transactions in takeovers and mergers, and are an integral part of investment banking typically generating a high percentage of the fees and commissions earned in those business units.
07/26/2022
Butterfield Reports Second Quarter 2022 Results
Net income for the second quarter of 2022 was $49.1 million or $0.99 per diluted common share compared to net income of $44.4 million, or $0.89 per diluted common share
07/26/2022
Julius Baer announces partial hiring freeze as profits plummet
Rickenbacher attributed the fall in the number of relationship managers to the divestments from several smaller wealth management entities in the last two years.
07/26/2022
Simplistic Consumer Duty commentaries mistake value for cheapest price
The new Consumer Duty is a watershed moment for financial services in the UK.