02/29/2024
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.
Wealth and Asset Management
02/29/2024
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.
02/29/2024
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.
02/29/2024
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.
02/29/2024
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.
02/29/2024
Barclays Private Bank Launches 'A Guide to Giving' for Philanthropists: Empowering Impactful Donations
A Guide to Giving' emerges as a beacon for philanthropists, whether they're embarking on their donation journey or looking to refine their approach.
02/29/2024
Schroders full-year results 2023
Execution of our strategy delivers growth despite industry headwinds
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.
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.