05/04/2023
Liontrust to acquire GAM Holding AG
The Proposed Acquisition is expected to complete in the 4th quarter of 2023 Expands product
Wealth and Asset Management
05/04/2023
Rathbones First quarter trading update
Rathbones remains on track to meet the operating margin targets provided in the 2022 preliminary results, supported by the successful delivery of Saunderson House synergies and the launch of an enhanced digital capability.
05/04/2023
Strong operating result for Valiant in Q1 2023
Valiant is on track with its plans to implement its Strategy 2020–2024 and is continuing on its growth trajectory.
05/04/2023
Swiss Re reports a first-quarter net income of USD 643 million
Swiss Re reported a net income of USD 643 million for the first quarter of 2023 as improved profitability in all main businesses absorbed large natural catastrophe losses and seasonally higher mortality in winter months.
05/04/2023
Coutts makes mortgage range available to brokers
This has an arrangement fee of 0.5% of the loan, with a minimum £1,000 fee and no maximum applied.
05/04/2023
Investment Association and Thinking Ahead Institute launch investment industry drive to gather richer diversity data
This will, for the first time, provide a more detailed overview of the demographic makeup of the UK investment management industry and allow firms to benchmark their progress.
05/04/2023
Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
05/04/2023
Value transfer is prioritised by Chinese entrepreneurs
Chinese entrepreneurs make money quicker than those in other countries and are in the process of handing down their businesses to the next generation.
05/04/2023
Van Lanschot Kempen: first-quarter 2023 trading update
Van Lanschot Kempen shares have been included in both the Euronext AMX Index and the AEX ESG Index since March 2023, underlining our growth both as an organisation and in terms of sustainability in the past few years.
05/03/2023
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
05/03/2023
UBS launches new multi asset emerging markets fund
Although EM assets have struggled since the start of the COVID-19 pandemic, underperforming relative to their developed market counterparts, emerging economies, especially those in Asia, significantly outgrew developed economies over the last decades.
05/03/2023
UBS Advisor Team Mainsail Wealth Partners Named to the Barron's Top 100 Private Wealth Management Teams List
Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
05/03/2023
Franklin Templeton Acquires Managed Options Capabilities for Advisors Serving Wealth Management and Institutional Clients
Acquisition of volScout Reinforces Franklin Templeton’s Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities
05/03/2023
Bank of Nova Scotia : Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 May 2, 2023
05/03/2023
Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
05/03/2023
Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%
05/03/2023
ALTIANT: Special Wealth Management Report
The increase in the number of affluent and HNWIs has been met with an increasing need for the usage of wealth managers and investment firms to help these individuals protect and further grow their assets.
05/03/2023
Evelyn Partners adds new models to International MPS range
The International MPS strategies feature a blend of best-of-breed actively managed and passive funds.
05/03/2023
BNP Paribas Group: Results as at 31 March 2023
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter 2023.
05/03/2023
UBP: Investing in transition infrastructure
This growth is mainly being driven by inflation concerns, geopolitical instability and efforts to increase energy independence, and by the huge investments needed to achieve transitions in the energy, environmental, digital and mobility fields.