08/10/2022
Why Indosuez CIO moved back into tech and increased duration
As the narrative is shifting from inflation to global recession fears, the investment team is leaning on long duration assets.
Wealth and Asset Management
08/10/2022
Quilter plc interim results for the six months ended 30 June 2022
This year global equity markets have experienced one of the worst periods of negative performance in recent years.
08/10/2022
Quilter makes one-off cost-of-living payment to employees
Quilter wants to help employees mitigate the impact of price rises given the difficult economic backdrop, with inflation in the UK forecast by the Bank of England to top 11% later this year.
08/10/2022
Geneva boutique launches Shariah tech fund with ex-BlackRock PM
De Gale was previously in charge of BlackRock’s World Technology fund.
08/10/2022
UBS: Christine Novakovic delivers even more
The profit trend at Europabank has been clearly upwards since 2019
08/10/2022
BEKB continues on the road to success: profits at a record high in the first half of 2022
Although negative market influences shaped the rest of the ordinary income, the operating income increased by 12.6 percent overall.
08/10/2022
Geneva Cantonal Bank Bucks Recent Trends to Record Profit
That result helped propel BCGE to post a record net profit of 78 million francs in the first half of the year, up 21.9 percent over the first six months of last year.
08/10/2022
Wealth Management Market Is Booming Worldwide | Capital, AXA, BlackRock
The market Study is segmented by key a region that is accelerating the marketization.
08/10/2022
Brown Shipley pays out £5.3m for suitability failings
The UK wealth manager paid £5.3m in compensation to redress misleading pension scheme advice, with professional indemnity insurance covering £3.1m.
08/10/2022
ABN AMRO reports net profit of EUR 475 million in the second quarter 2022
In the second quarter of 2022, we delivered a net profit of EUR 475 million and an ROE of 8.8%, a good result.
08/10/2022
RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point
This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.
08/10/2022
One Four Nine Group Acquires Second Firm In Scotland
One Four Nine Group recently launched its tax efficient alternative investment panel exclusively for all its Locations
08/09/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error
08/09/2022
Nikko AM maximises Asian expertise in global asset management
One of the most successful pan-Asian companies in the financial services sector, Nikko AM is eyeing expansion to untapped markets to deliver its expertise
08/09/2022
Nikko AM Wins Three Awards from The Asset
The Asset, an influential industry publication about the asset management industry in Asia, selected the winners for each category
08/09/2022
Sanctuary Wealth Salutes Partners Named to 2022 Forbes Top Next-Generation Wealth Advisors Best-In-State List
Elizabeth Evans and Rory O'Hara rank among elite group chosen from more than 3,500 applicants
08/09/2022
England's elite hiding billions of inherited wealth
After calculating the expected flow of inherited wealth after 1920, and taking into account the impact of war and death taxes, he found that the declared wealth of certain elite families was significantly lower than expected.
08/09/2022
BCGE Half-year Group results as at 30 June 2022
Barring a deterioration in the economic situation and taking into account the projected business developments, the bank expects an increase in the overall earnings for the year.
08/08/2022
Revera AM takes 60% reduction as AssetCo deal completes
£1.1m total consideration
08/08/2022
Six Bank Wealth Management Subsidiaries Obtain Approval for Operation in 2022
The company has 2 billion yuan in registered capital and is headquartered in the Shandong province city of Qingdao.