Managers of Wealth

Coutts and Adam-and-company [ 1] - Annual Results

The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.

Surrey financial planning firms merge and look to avoid minimum portfolio sizes

This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.

Revealed: Arbuthnot shuts Dubai office as managing director exits

Arbuthnot Latham will close its Dubai office at the end of May, less than a decade after launch.

Quilter's Guide to the Budget - what is up for consideration by the Chancellor?

The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19

Multrees plans to double client base in five years

Putting these growth plans into action will be four new sales team members who together bring with them extensive experience

Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin

Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.

Annual general meeting of Handelsbanken’s shareholders 24 March 2021

The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.

GAM Holding AG announces full-year 2020 results

GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights

Credit Suisse Posts Loss After Burying U.S. Battle

The Swiss bank, led by CEO Thomas Gottstein, also said it had begun a buying back shares last month under a program to repurchase as much as 1.5 billion francs of its stock.

Barclays targets UK wealth in post-Covid expansion plans

The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.

NatWest in talks to sell private bank

The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.

Credit Suisse: Full year and fourth quarter 2020 financial results

Strong underlying performance positions bank to accelerate growth

Credit Suisse looks to expand China onshore presence - CFO

Credit Suisse faced setbacks in its core business outside Asia last year

Greece passes law to lure private family wealth-management services

Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.

Fisch launches ‘more active’ IG convertible fund

Fisch Asset Management has €5bn (CHF 5.4bn) in convertible bond assets, including dynamic, sustainable and opportunistic funds.

Cantonal bank and consulting firm create association to boost IAM services digitisation

Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.

Feri buys Zurich IAM

As a result of the merger, the clients of Limmat Wealth will get access to additional investment management and family office solutions, a statement released by the firms said.

Boston Private Named Industry’s Best for Client Service by Private Asset Management

Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.

Private capital funds must invest US$5.5 billion globally over next five years to meet investors’ increasing demands for transparency, Intertrust Group says

Although extensive investment will be required to meet these greater demands, they are also conflicting with private capital funds’ traditional leaning towards confidentiality.

EFG private bank on track to double Apac AUM

To date, the bank has delivered on a number of targets articulated in 2019

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Wealth and Asset Management