11/24/2021
Brewin Dolphin: Full Year Results
Record discretionary fund inflows and delivering on our strategic growth ambitions
Wealth and Asset Management
11/24/2021
R&M pledges to return £180m as bid battle launched
River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.
11/24/2021
Former Quilter directors’ wealth consolidator buys Lighthouse arm
MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.
11/24/2021
Next Generation of Machine Learning-Based Stock Selection Models
We evaluate the performance of the model via the out-of-sample information coefficient
11/24/2021
Weatherbys named Private Bank of the Year
The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.
11/24/2021
Lombard Odier named Private Bank of the Year 2021
This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.
11/23/2021
UBS will find plentiful opportunities in US digital wealth management push
Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.
11/23/2021
Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund
This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms.
11/23/2021
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.
11/23/2021
Setting up in Denmark
The country offers a clear regulatory framework, accessible regulators, and a transparent and effective legal system.
11/23/2021
UK wealth firm makes eighth M&A deal of 2021
It adds £55m AUM to the group
11/23/2021
Waverton retains five-star rating at the Financial Adviser Service Awards 2021
The awards are now in their 31st year
11/22/2021
Barometer: The investment landscape in 2022
While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
11/22/2021
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.
11/22/2021
Wealth manager rolls out responsible investment hub for advisers
In a bid to ‘open up conversations’ around the strategy
11/22/2021
Julius Baer Profits Rise
Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector
11/22/2021
VP Banks Signals More Expansion with New Hong Kong Office
This office space, which comprises our own floor, allows us to accommodate more than double our headcount.
11/22/2021
Vistra completes acquisition of Newhaven
This transaction further solidifies Vistra’s global position as a leading corporate service provider and fund administrator.
11/22/2021
Quilter Cheviot enhances MPS range with launch of ‘Building Blocks’ funds
Quilter Cheviot has enhanced its Managed Portfolio Service with the launch of eight new ‘Building Blocks’ funds.
11/19/2021
Local Banks Gain As Credit Suisse Sucks in Subsidiary
When Credit Suisse closed 14 branches of its subsidiary bank Neue Aargauer Bank (NAB) and four Credit Suisse branches in Aargau last year, many clients took the opportunity to switch to competitors.