06/26/2023
Leonteq provides business update
The Group further recorded relatively stable platform assets and turnover year-on-year.
Wealth and Asset Management
06/26/2023
Rathbones shareholders give Investec W&I deal the green light
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
06/26/2023
Quilter cuts fees on funds with more than £750m in assets
The changes will see a discount of up to 0.05% applied to a fund’s fixed ongoing charge.
06/26/2023
Citywealth brand awards winners presented
The awards aim to highlight the best brands and their communication strategies, and to recognise the marketing and press function within the financial services sector.
06/26/2023
Rothschild & Co wins Best Debt Advisory Firm for Companies from GlobalCapital
This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.
06/26/2023
Credit Suisse vows to fight on
The claim centred around $400 million in losses suffered by two unit-linked life insurance policies, of which Mr Ivanishvili and his family are the ultimate beneficiaries.
06/26/2023
European wealth manager gets €200m funding for UK expansion
As it bids to become one of the ‘leading players’ in the market
06/23/2023
UBS – a real bargain?
Kian Abouhossein of Wall Street house JP Morgan is a self-confessed fan of UBS.
06/23/2023
UBS’s Wealth Assets Risk $150 Billion Drop on Credit Suisse Merger, JPMorgan Says
The analysts said that the integration process could create share price volatility, due to factors including restructuring, mark-downs and litigation.
06/23/2023
Citizens aims to double wealth assets in five years after hiring spree
Citizens' new team will focus on developing new wealth clients separate from its existing customers.
06/23/2023
Private bank CIOs reveal their best investment calls
Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.
06/23/2023
Time to look for a wealth manager?
Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support
06/23/2023
Quilter Investors to roll out AUM discount on fund pricing
Effective from 1 July
06/23/2023
Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
UBS recognised as best bank for wealth management in the Middle East
For the fourth year in a row, Euromoney’s Awards for Excellence recognised UBS as the Middle East’s best bank for wealth management.
06/23/2023
Traditional diversification has ‘reached its limit’, says multi-asset chief
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Geller Opens South Florida Office
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding
06/22/2023
Bernstein Private Wealth Management Launches Bernstein Philanthropic Impact Fund in Partnership with National Philanthropic Trust
Amid the growing popularity of DAFs with philanthropic individuals and families, this enhancement to the firm's platform will offer a high-touch and efficient solution for charitable giving across a range of assets and levels of complexity.
06/22/2023
Rockpool Capital plans to expand regionally with SG office
The Hong Kong multi-family office is opening up shop in Singapore, saying having booking centres in both financial centres is crucial to properly service Asian clients.
06/22/2023
RBC Brewin Dolphin’s Cardiff team moves to new office
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.