12/02/2022
Nomura Asset Management Makes Initial Donation of $50,000 to Charity: Water
This initial amount will be used to help fund a school in Niger and community projects in Ethiopia.
Wealth and Asset Management
12/02/2022
Credit Suisse's fund outflows may spark M&A talk - JPMorgan
JPMorgan said in a note to clients that it expected fourth-quarter outflows of 80 billion Swiss francs ($85 billion) in wealth management and 107 billion francs in total compared to the 84 billion total for this year as of Nov. 11.
12/01/2022
Handelsbanken finalises sale of the operations in Denmark
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
Investec: Three possible wealth winners from FCA shake-up
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
Credit Suisse: «When There's Blood in the Water, the Sharks Appear»
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
J.P. Morgan private bank invests in two Swiss fintechs
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
12/01/2022
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Nomura Seeks Revenue Boost From Wealth Unit
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
11/30/2022
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West
11/30/2022
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
How families are safeguarding their assets for the next generation
Succession planning for the future
11/30/2022
SNB Vice-Chairman Makes the Case for Cash
Digitalization has changed payment habits and put pressure on hard cash.
11/30/2022
Leonteq debuts its ETP+ label and launches its first ETP+ on the FuW Swiss 50 Index NTR
In combination with Leonteq as an issuer that is a regulated securities firm with an investment grade rating and a strong capital position, this new setup offers a compelling differentiation to existing ETP providers.