08/10/2021
abrdn Half year results
We have made good progress in simplifying and focusing our business.
Wealth and Asset Management
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.
08/09/2021
Switzerland's Central Bank Abandons Alibaba
The Swiss National Bank, or SNB, held $162 billion worth of stocks in 2,642 corporations per mid-year, according to the most recent SEC disclosure.
08/09/2021
Credit Suisse Repays Greensill «Side Pockets» Tranche
Depending on the fund, $35.42, $35.40 or 35.03 euros ($41.46) per share will be paid out.
08/09/2021
Asia Assets Climb Higher at HSBC Private Banking
Asian wealth revenues in the first half increased 26 percent and account for much of global wealth revenue growth.
08/09/2021
The Stealth Swiss Private Banking Consolidator
An Italian financial institute wants to build a European private banking empire from Switzerland.
08/09/2021
Wealth management group agrees terms for landmark Birmingham building
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Hargreaves Lansdown shares slide after warning pandemic trading boom will not last
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Goldman Sachs Lures Workers Back to Office with Food
Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.
08/09/2021
Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.
08/09/2021
UBS Taps Rival in Bid for Multicultural Wealth
A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.
08/09/2021
Legacy Wealth Partners to Join The Colony Group
The Colony Group Further Expands In Southern California
08/08/2021
UK arm of Swiss portfolio manager wins £200m mandate
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender