04/29/2021
Quilter Investors appoints RWC as manager of its Global Equity Value Fund
The fund will follow the same investment philosophy implemented by the RWC Global Income Fund
Wealth and Asset Management
04/29/2021
Brunel Wealth expands with the acquisition
The addition of Academy Associates takes FUM at Brunel Wealth to £240m.
04/29/2021
Women and wealth: trends that shape philanthropy, risk and choosing trustees
Around the world, women are increasing their wealth faster than at any point in history. While the current pandemic and economic headwinds are likely to slow women’s wealth, it’s expected to be a bump in the road, rather than lead to any signi
04/29/2021
Schroders' assets under management edges up £9 billion in three months to new record
Its asset management division was responsible for more than £8bn of that increase, with its recently launched wealth division bringing in £0.8bn in the three months.
04/29/2021
Future Wealth Management merges with Frome-based adviser
"I am also excited about the additional professional development opportunities this offers for our team.”
04/29/2021
Top Advisor Spotlight: Nancy Matta, UBS Wealth Management
As a woman at the time, employers just wanted to know if she could type, according to Matta.
04/29/2021
Butterfield Bank Q1 Earnings Beat Estimates
The core return on average tangible common equity1 for the three months ended March 31, 2021 was 19.3%, compared to core return on average tangible common equity1 18.6% for the three months ended March 31, 2020.
04/29/2021
EFG's Assets Hit Record
Overall, this solid performance resulted in continued strong profitability for the first quarter of 2021.
04/29/2021
StanChart Beats Forecasts with Improved Impairments
First quarter 2021 results
04/28/2021
BTG Pactual Launches US Strategic Capital Unit
“Strat Cap” is an opportunistic investment strategy focused on asset-oriented businesses; unit has committed ~US$ 240 million to three investments in recent months
04/28/2021
Bank reports € 1.6 billion profit before tax in the first quarter of 2021
Our first quarter is further evidence that Deutsche Bank is on the right path in all four core businesses, and is building sustainable profitability,” said Christian Sewing
04/28/2021
Sale of Australian Wealth business announced
The review considered a range of options and the potential impact on superannuation members and the Group’s people and shareholders.
04/28/2021
18 person advisor team at UBS named to Barron’s Top 100 Private Wealth Management Teams list
The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.
04/28/2021
UBS Quietly Reactivates Covid-Paused Cuts
For UBS' 72,000 employees, it is clear that the cost-cutting goal will primarily be reached by cutting jobs.
04/28/2021
Two New Edmond de Rothschild Funds Have Obtained the SRI Label
Two new funds have obtained the SRI label
04/28/2021
HSBC eyes acquisitions to boost wealth management business
Adjusted revenue at the group's wealth division reached $2.38 billion in the first quarter, up 65% from $1.45 billion in the same period a year ago.
04/28/2021
Diary of a Fund Manager - Catalysis - Quilter Cheviot
Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’
04/28/2021
A closer look at gender-lens investing
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/28/2021
Bank of China returns to Geneva, reports say
Bank of China was established in 1912, and is state-owned.
04/28/2021
Families using agreed purpose for wealth up 13% in two years
Four Pillars Framework Helps Agree a Shared Philosophy