11/10/2023
OCBC: Lending and Wealth Fees Fuel Profit Growth
Increased income was driven by both higher interest and non-interest income.
Wealth and Asset Management
11/10/2023
Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.
11/10/2023
UBS: Sell Hargreaves Lansdown and AJ Bell on consumer duty risk
Analysts at the Swiss bank predict that the FCA will shine a spotlight on platforms retaining a cash margin following the consumer duty, with HL and AJ Bell set to lose out.
11/10/2023
Fairstone adds £120mn with Norfolk-based firm
Their business provides the financial strength, compliance framework and stability a smaller firm like ours needs to grow and prosper within a sector that continues to face significant regulatory challenges.
11/10/2023
NatWest cancels £7.6 million of bonuses for ex-CEO Alison Rose — but she still gets £1.7 million
Another £2.8 million of bonuses and variable pay for this year has also been cancelled, bringing the total to £7.6 million.
11/10/2023
Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year
The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.
11/10/2023
Pension foundation picks EdR as custodian and Mirabaud as asset manager
It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.
11/10/2023
‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
11/10/2023
Women in Financial Advice Awards 2023: Winners' gallery
Photos from the awards ceremony held in London on 1 November
11/10/2023
Nedbank Private Wealth: South Africa’s Top Private Bank 2023
Being on track, means we are backed by Connected Wealth
11/10/2023
Lombard Odier’s advertising campaign wins again
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/10/2023
Wealth management firms need to ‘recognise the size of the opportunity’ with women
Nneka Orji, Sarah King and Shalini Khemka discuss why the vast gender gap still persists in investment and wealth management – and what can be done to close it.
11/10/2023
Northern Trust Named Best Private Bank for Family Offices and Succession Planning
There were several initiatives from Northern Trust which the judges felt worthy of note
11/09/2023
Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny
Regulator has sought stronger anti-money laundering controls
11/09/2023
Robert Mace recognised in Citywealth’s Top 50 Crypto Professionals
The annual listing recognises expert advisers within the crypto and digital assets industry.
11/09/2023
IQ-EQ wins ‘European Private Markets Fund Administrator of the Year’ at the Funds Europe Awards 2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
Julius Baer Walks on Eggshells in Italy
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
More bond managers should take FX risk: UBP selector
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL