02/17/2023
Bank Zimmerberg reserves more for risks
In the smaller commission and service business, an increase of 1.9 percent resulted in income of 3.5 million francs.
Wealth and Asset Management
02/16/2023
Hargreaves’ cash revenues up 967% as it profits from market fears
The huge surge in margin from cash accounts helped Hargreaves make total revenues of £350m, a rise of 20%.
02/16/2023
Private Tutors of Ultra-High Net-Worth Families Need to Maintain Discretion and Confidentiality Claims CEO of Tutors International
Education Consultant and Founder of Tutors International, Adam Caller, believes that a new book based on the private tutoring experiences of the author demonstrates a lack of discretion and professionalism.
02/16/2023
NatWest acquires controlling stake in workplace pension fintech for £144m
The company, which provides pensions and savings services via its mobile app, offers customer highly personalised solutions, along with eco-conscious investments.
02/16/2023
Mizuho Financial Group and Lombard Odier form Strategic Alliance to expand onshore collaboration in Japan
Mizuho Financial Group leverages the resources and expertise across its entire business lines to provide products and solutions that transcend the boundaries of finance to meet the diverse and sophisticated needs of high-net-worth individuals
02/16/2023
Thurgauer Kantonalbank Presents Strong Results
Holders of TKB participation certificates will receive an unchanged dividend of CHF 3.10 per share.
02/16/2023
BKB grows profitably and increases group profit by 15%
The work to implement the strategy progressed according to plan, with the result that the core business has developed further and our group infrastructure has become more efficient.
02/16/2023
Bank Cler increases business success and annual profit
At CHF 176.3 million (-0.5%), gross income from interest operations was slightly below the previous year's figure.
02/16/2023
Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation
02/16/2023
Rothschild & Co named Bank for Governments of the Year
This is the second consecutive year we have won this award.
02/16/2023
Standard Chartered’s FY2022 results in Africa and Middle East announced
Record performance for the bank in Africa and the Middle East
02/16/2023
Ex-Danske quartet to run new Janus Henderson Article 8 EMD fund
Hard currency strategy will reflect long-running fund overseen by Copenhagen-based team who were poached last autumn.
02/16/2023
Nordea scraps Nordic Ideas strategy in funds rethink
Asset manager rolls strategies together in order to simplify product offering, Citywire Selector has learned.
02/15/2023
Novia and Wealthtime join Finio integration hub
The partnership with Novia and Wealthtime is an important boost for the FINIO hub as it strengthens its grip on the platform data tech market.
02/15/2023
Succession makes first acquisition since Aviva takeover
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
02/15/2023
Huntington Private Bank wins best firm culture from Private Asset Management Awards
Huntington Private Bank won the culture category for medium- to small-size firms.
02/15/2023
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
02/15/2023
At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design
Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM.
02/15/2023
Rathbones Take Home Gold Again at Prestigious Citywealth IFC Awards
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/15/2023
SJP advisers owe company average of £111k each
The company's own website states there are 4,693 advisers within its network, and so dividing that figure by the total debt gets the £111,000 average figure.