02/07/2024
Pridham 2023: Rathbones and RLAM rare bright spots in brutal year for fund sales
In a miserable 2023 for active managers, Rathbones’ multi-asset range pushed it high up the sales leaderboard.
Wealth and Asset Management
02/07/2024
Glarner Kantonalbank achieves very good annual results for 2023
The interest rate business is characterized by the SNB's sharp increases in key interest rates, which lead to significant shifts in the income statement.
02/07/2024
Amundi: Acquisition of Alpha Associates
The transaction increases Amundi’s offering of private markets funds and tailor-made solutions for its existing institutional clients globally.
02/07/2024
World renowned AI strategist joins 1fs Wealth advisory board
A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.
02/07/2024
Amundi: 2023 4th Quarter and Annual results
Costs remained under control in an inflationary environment, enabling operating efficiency to be maintained at the best level of the industry.
02/07/2024
SEI Attracts Large European and Global Asset Managers with CIT Lineup
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/07/2024
FSCS puts Liverpool-based wealth manager into default
Towards the end of 2023, the firm was placed in special administration by the Financial Conduct Authority, following a court order.
02/06/2024
Mason Stevens partners with WA wealth management firm
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
02/06/2024
Macquarie Asset Management makes strategic senior hire to support growth of global wealth business
In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.
02/06/2024
Pacific Asset Management appoints Head of US Institutional Business Development
He will report to Global Head of Institutional Sales, Mary Murphy.
02/06/2024
Michael Aked appointed as Senior Investment Manager, Credit Suisse Wealth Management
He brings to both the Australian and wider Credit Suisse Wealth Management teams,
02/06/2024
Kingswood buys £111m AUM Irish Financial Planner
The company has made more than 16 acquisitions since the start of 2021.
02/06/2024
Straightening out the yield curve’s recession signal
The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.
02/06/2024
UBS's fourth-quarter and full-year 2023 results
Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance
02/05/2024
SJP 3.0: How Justin Onuekwusi wants to shake up the troubled wealth giant
The LGIM recruit says ‘strong client outcomes’ are the ultimate goal of his plans to revamp St James’s Place’s investment proposition and future-proof the business
02/05/2024
WiseAlpha expands into wealth management
WiseAlpha is growing into the domain of wealth trading and banking solutions.
02/05/2024
$1.3 Billion Advisor Team Joins UBS in Albany, New York
James Hart brings over 30 years of wealth management experience to UBS.
02/05/2024
Zuger Kantonalbank achieved very pleasing annual results for 2023
The economic outlook for 2024 is mixed.
02/05/2024
Anna Bretschneider: “The challenges are looking for me”
Now, like the entire financial industry, we had to face new and previously unknown challenges.
02/05/2024
Successful Entrepreneurs Building Family Dynasties
Therefore, many families must significantly grow their fortunes, proving each family member's power comparable to what they have today.