02/29/2024
WealthSelect MPS added to third-party platforms for the first time
Since inception, WealthSelect has been one of the best performing managed portfolio services in the market.
Wealth and Asset Management
02/29/2024
London & Capital Group and Waverton Investment Management Group Announce Merger
The new combined entity will have an AUM of over £17 billion
02/29/2024
BLKB will achieve excellent business results in 2023 and will significantly increase the distribution
The BLKB increases the distributions to the canton and the certificate holders by around 14% and at the same time substantially strengthens its own funds.
02/29/2024
St. James's Place Full Year Results 2023
Robust underlying financial performance impacted by one-off provision
02/29/2024
Hong Kong budget: Paul Chan has pulled all stops, but has city done enough to secure asset and wealth management hub status?
City should focus on controllable factors and build on its unique advantages: HKIFA
02/28/2024
EFG publishes agenda for its Annual General Meeting 2024
Shareholders can attend the Annual General Meeting (AGM) in person in Zurich or they can vote online or by granting a power of attorney and issuing voting instructions to the independent proxy.
02/28/2024
Apollo looks to credit and wealth to grow third-party fundraising
Jim Zelter, Apollo's co-president, spoke Monday at the UBS Financial Services Conference about opportunities in the wealth channel.
02/28/2024
SJP sets aside £426mn for potential ongoing advice refunds
Following this discovery, SJP has made a provision for potential client refunds to address this.
02/28/2024
Advisers say digital wealth managers pushing them into retirement
Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners
02/28/2024
Cetera and Wealth Access launch joint venture
A partnership between Cetera and Wealth Access unites digital banking, trust, and brokerage.
02/28/2024
LLB Switzerland with the best result in its history
LLB Switzerland closed the 2023 financial year with a profit of CHF 33.8 million
02/28/2024
Chairman of the Board of Directors of Glarner Kantonalbank has died
Martin Leutenegger has been Chairman of the Board of Directors of Glarner Kantonalbank since 2008.
02/28/2024
Zurich IAM launches gold arbitrage strategy
Calliopa Capital partners with CAT Financial Products and precious metals investment house Goldstream Global to launch the actively managed certificate.
02/28/2024
Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
02/27/2024
How to avoid FCA's crackdown on wealth management non-compliance
In a wealth management data survey, the FCA asks a number of questions
02/27/2024
Enhancing Client Satisfaction through digitalization: the vital mandate for wealth management institutions
These factors have opened opportunities for alternatives to current wealth management providers.
02/27/2024
Citibank Singapore Opens Two New Wealth Centres
New locations in One Holland Village and Parkway Parade ready to serve clients closer to their homes and complement main Orchard hub
02/27/2024
Abrdn reveals a fifth of advice jobs cut and 50% write-down
Asset manager merges Abrdn Financial Planning, whose value almost halved in 2023, with Interactive Investor.
02/27/2024
Former Octopus Investments duo launch own advice firm
While at Octopus, Wood ran London City, managing a team of 11, while Payne looked after distribution in the South East of England.
02/27/2024
Bellevue reports market-driven decrease of net profit
Although the global financial markets were remarkably positive, Bellevue’s key market in the healthcare sector generated once again a below-average market performance.