08/12/2021
HSBC launches wealth portfolio plus service to High Net Worth clients
The new service reflects HSBC’s strategic focus on the high net worth segment as part of its commitment to the Asian wealth business
Wealth and Asset Management
08/11/2021
Quilter - Interim results
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
ABN Amro's 2Q net profit beats as economy recovers
We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.
08/11/2021
Connected- the writing’s on the wall for wealth managers unable to adapt and move to an agile ecosystem approach
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Olivier Crespin, Chief Executive Officer at Zand
08/11/2021
VZ Group's Growth Boosted by Markets
Operating income was around 18 percent higher year on year at 187.8 million francs.
08/11/2021
CI Financial Acquires leading RIA
Transaction will grow CI’s U.S. platform to US$74 billion
08/11/2021
New Lloyds CEO Has Wealth at Top of a Packed To-Do List
Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.
08/11/2021
Once mighty bank-licensed cohort shrinks to 500-odd advisers
After profit margins slimmed and a raft of advice scandals came to light in the early 2010
08/11/2021
The best alternative asset advisers for ultra-high-net-worth individuals
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK. The list features our Top Recommended advisers
08/10/2021
UBS Launches Wealth Management JV in Japan
Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.
08/10/2021
Hampden & Co reports strong first half to 2021
The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.
08/10/2021
abrdn Half year results
We have made good progress in simplifying and focusing our business.
08/10/2021
Titan receives approval for Tavistock Wealth acquisition
Tavistock Asset Management will retain Titan as investment manager for the MPS.
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
BCGE posts half-year profit gain of 16.3%
Lower provisions for credit loss and expected loss in line with strong overall results.
08/10/2021
Perspective buys Wiltshire adviser in seventh deal this year
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”
08/10/2021
Asset management veteran Simon Fraser dies
The chair of the Murray International trust died in the early hours of Monday morning.
08/10/2021
Schroders takes big Revolut stake in former Woodford fund
The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.
08/10/2021
CI Financial Reports Record Financial Results
For the first time ever, CI’s total assets have exceeded $300 billion and wealth management assets have surpassed our assets under management, due to the rapid progress in building out our U.S. private wealth platform.
08/10/2021
Swiss Banking Seeks «La Dolce Vita» in Italy
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.