Managers of Wealth

Saxo unveils simpler pricing structure

The Danish broker has discontinued account plans, and the monthly fees tagged to them, as well as lowering commission rates.

Wealth firm Alti eyes Asian buys and Middle East launch with $450M war chest

Nasdaq-listed Alti Tiedemann Global has raised a $450m war chest to fund acquisitions and is eyeing up deals in Singapore and Hong Kong, as well as entering the Middle East market.

H2O Asset Management suffers fresh auditing blow: How did it end up here?

The firm has provided occasional updates that have seen the value of the funds revised down over time, sometimes by as much as 70 per cent in a single year.

Royal London Asset Management adopts BlackRock’s Aladdin

The adoption of Aladdin aims to allow for greater scalability of RLAM’s fund management business.

LLB adds new bankers to its Frankfurt location

The Liechtensteinische Landesbank (LLB) was able to poach an experienced team of three from the German Deka Bank.

Evelyn Partners moved to new fund by PE backer

Secondaries specialist Coller Capital invests in the continuation vehicle, accounting for 50% of the new fund.

Odey AM parent company swings to £4.6m loss in 2023

Dividends not approved

Man Group: Results for the financial year ended 31 December 2023

These results reflect the quality of the business we have built, including the breadth and depth of our client relationships, and the merits of our diversified product offering."

BlackRock and Fidelity build positions in Butterfield Bank

Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.

Leonteq publishes agenda and proposals of the Board of Directors for the Annual General Meeting 2024

The Board of Directors also proposes the re-election of Deloitte AG as its statutory auditor for the financial year 2024 and the re-election of the independent proxy.

Acrevis Bank offers a generous dividend increase

The Acrevis Bank in eastern Switzerland achieved a net profit of 23.6 million francs in the 2023 financial year.

UK wealthtech start-up Sidekick debuts new wealth management app

Sidekick claims its digital wealth management solution provides users with expert-managed investment portfolios and access to liquidity, if needed, by borrowing against their investments.

Deutsche Bank jumps into the breach of the CS corporate customer business

This means that Deutsche Bank is jumping into a gap that was created by the disappearance of Credit Suisse (CS) in the local corporate customer business.

Bank Avera: Strong profit increase under new management

This is probably due to the growth of customer funds and loans and the increased interest rates, as we can see further.

Six wishes to make this a Budget for entrepreneurs

The Chancellor should therefore make the Spring Budget on March 6th one that incentivises entrepreneurs and encourages them (and others) to invest in the UK.

Tifin and RBc Wealth Managmeent expand partnership

The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack.

Coutts awarded five stars across all reported categories in the latest UN PRI 2023 result

The latest scoring for signatories for the United Nations-supported Principles for Responsible Investment (PRI) assessment gives Coutts the top, five-star rating across all categories that were reported on.

Asset managers finally find favour with top investors

A record nine asset management groups now receive Citywire Elite Companies' top AAA rating after a steady climb over the past seven months.

Fadi Barakat on REYL Intesa Sanpaolo Finance’s Boutique Independent Offering for the UAE’s Dynamic Wealth Market

It believes that its position as a boutique independent wealth firm is ideal for achieving the best client outcomes and for the firm’s ongoing strategic growth.

Rothschild & Co Bank: Ex-Credit Suisse Bankers Need to Deliver

They have only had a limited impact on net new money inflows to date even though profit is up significantly.

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Wealth and Asset Management