02/12/2021
UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
Wealth and Asset Management
02/12/2021
Best-in-State Wealth Advisors
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria
02/12/2021
Zurich's State Lender Flourishes Despite Crisis
The Zurich-based bank said it took on 22.1 billion francs in net money, which along with its existing assets gaining in value due to financial market swings, underpinned a nine percent rise in its overall assets to 362 billion francs.
02/12/2021
Kleinwort Hambros Celebrates National Apprenticeship Week
By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.
02/11/2021
BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies
There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.
02/11/2021
Credit Suisse Can't Shake Off «Spygate» Investigator
Credit Suisse was caught spying on Iqbal Khan and at least one other top executive.
02/11/2021
Leonteq Publishes Second Half and Full - Year 2020 Results
It was also a year in which the robustness of Leonteq’s service and technology platform as well as the solidity of our client franchise was proven throughout the period.
02/11/2021
Butterfield Reports Fourth Quarter and Full Year 2020 Results
Our primary operating jurisdictions in Bermuda, Cayman and the Channel Islands have managed COVID-19 relatively well.
02/11/2021
UBS AM adds ESG filter to high dividend ETF
UBUM will now track the S&P Developed ESG Dividend Aristocrat index
02/11/2021
Vontobel suggests new chairman as advised assets rise 10%
One board member is stepping down this year, with two new members replacing him.
02/11/2021
IFA firm bolsters Scotland operation with acquisition
Deal brings around £270m assets under management to the group
02/11/2021
Global WealthTech funding nearly quadrupled over the last five years after a record 2020 for the sector
US companies account for more than half of the top 10 WealthTech deals globally in 2020
02/11/2021
How to make data science work for wealth management
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.
02/11/2021
Vontobel achieves a good result in 2020
Operating income in Digital Investing rose by 14% in 2020 to CHF 183.5 million compared to 2019 (CHF 160.9 million).
02/11/2021
Tidjane Thiam Taps Ex-Credit Suisse Adviser
Like nearly all of Thiam's so-called shadow cabinet, Gishen left Credit Suisse shortly after his boss was ousted as CEO nearly one year ago.
02/11/2021
Shortlist for the 2021 Rathbones Folio Prize announced
Boundary-defying works: British and Irish writers lead shortlist alongside fresh US voices.
02/11/2021
More than 8% of American adults are millionaires. Here’s how they got wealthy
That is much higher than the 55% of the general population Hogan found to hold the same opinion.
02/11/2021
AMP ‘doubles down’ on troubled wealth core
The rebuff has left the 171-year-old company with little choice but to refocus on its high-stakes, multi-year turnaround plan, including squeezing profits out of the troubled financial planning network and a suite of under-performing superannuation funds
02/10/2021
Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.
02/10/2021
Mattioli Woods hoping to treble in size in next five years
Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn