10/25/2023
DBS Thought Leadership's Latest Report Highlights Innovative Impact Driven by Asian Family Offices
To aid in this, their family offices need to adapt, addressing fresh challenges like tax, risk, and family governance.
Wealth and Asset Management
10/25/2023
Deutsche Bank reports nine-month 2023 profit before tax of € 5.0 billion and raises capital outlook
Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals
10/25/2023
Brook Asset Management begins wind-up process
First Gazette notice
10/25/2023
St James’s Place suspends trading in £820m property fund
The UK wealth management firm is headquartered in Gloucestershire with offices around the UK
10/25/2023
UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts
A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey
10/25/2023
Santander reports attributable profit of €8,143 million for the first nine months, increasing earnings per share by 17%
Net interest income increased 16%
10/25/2023
Elite managers pounce on UBS and Julius Baer stock
Both banks now sit among the top ten Swiss firms in Citywire’s Elite Companies Database
10/25/2023
Wealth managers too reliant on clients when deciding risk
Three in four (75%) wealth managers hugely rely on clients' own assessment of their suitable risk level.
10/25/2023
‘I spent too long trying to understand SJP’s fees’: Investor backs overhaul
Managers of Merchants Trust are sticking by SJP after FCA forced the national advice company to scrap exit penalties.
10/24/2023
Citi: Asia Wealth Client Referrals in Numbers
25 percent of acquisitions from the overall wealth business were also sourced from the credit card business.
10/24/2023
Ex-Quilter investment manager launches financial planning firm
Nicholas Hawkins has launched NH Wealth
10/24/2023
UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List
As a team of men and women spanning four generations, they offer a diversity of perspectives and experience to help clients achieve their financial goals, through every stage of life.
10/24/2023
What can alternatives do for your portfolio?
Investors should be aware of the unique drawbacks involved in investing in alternatives, like illiquidity.
10/24/2023
Artorius’ growth story continues.
The group reported an adjusted EBITDA loss of £(0.5)m to a £0.3m EBITDA profit in the prior year following as series of strategic investments.
10/24/2023
Progeny to acquire Edinburgh advice firm adding £600m in AUM
The Leeds-based firm looks to ‘strengthen’ presence in Scotland
10/24/2023
Pantheon opens two new offices
Extending its footprint into two important private wealth hubs
10/24/2023
Swiss fund market facing headwinds from the financial markets
This slowed the growth momentum in the Swiss fund market that had emerged at the beginning of the year.
10/24/2023
Progeny announces acquisition of Carbon Financial Partners
Its managing director Gordon Wilson said: “Progeny shares our investment philosophy and our values.
10/23/2023
Rathbones announces a trading update for the three months ended 30 September 2023
There is already a strong level of collaboration across the enlarged group and an ongoing dedication to keeping clients’ interests at the forefront of everything we do.
10/23/2023
Passives and Porsches: Why pay SJP to track an index?
FUture clients will still face elevated advice fees and a 4.5% entry fee