Managers of Wealth

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.

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.

Schroders full-year results 2023

Execution of our strategy delivers growth despite industry headwinds

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.

London & Capital Group and Waverton Investment Management Group Announce Merger

The new combined entity will have an AUM of over £17 billion

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.

St. James's Place Full Year Results 2023

Robust underlying financial performance impacted by one-off provision

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

1
2
3
…
332
333
334
335
336
337
338
339
340
341
342
…
1682
1683
1684

Wealth and Asset Management