05/05/2023
Poor ESG returns putting off HNW investors
Interestingly, despite our data revealing millennials are driving the popularity of ESG investments
Wealth and Asset Management
05/05/2023
BOV Asset Management Limited launches the Global Multi-Asset Thematic 60 Fund
Investment Seminar for BOV front-liners held
05/05/2023
Julius Baer senses opportunity in Brazil
UBS’s acquisition of Credit Suisse will further reduce the number of large international private banks in Brazil.
05/04/2023
A Second Swiss State Bank in as Many Months
It also exerts a direct influence on things such as salary payments to Credit Suisse bankers.
05/04/2023
Rathbones retains all Square Mile ratings following Investec W&I merger
One new rating
05/04/2023
Board of GAM Holding AG recommends offer by Liontrust Asset Management Plc for all GAM shares
Board unanimously recommends offer from Liontrust Asset Management in the belief that this offer is in best interests of all stakeholders.
05/04/2023
LLB Group invests in Swiss market
The organisation will be re-oriented accordingly as of 1 July 2023.
05/04/2023
GAM Holding AG announces full year 2022 results and results for the first quarter of 2023
The IFRS net loss after tax was CHF 290.0 million compared to a net IFRS loss after tax of CHF 23.3 million for the full year 2021.
05/04/2023
Liontrust to acquire GAM Holding AG
The Proposed Acquisition is expected to complete in the 4th quarter of 2023 Expands product
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.