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Wealth and Asset Management

02/17/2023

RBS International announces annual results for 2022

Deposits totalled £34.6bn, with customer lending at £16.4bn, an increase of £0.9bn on 2022.

02/17/2023

Bank Zimmerberg reserves more for risks

In the smaller commission and service business, an increase of 1.9 percent resulted in income of 3.5 million francs.

02/16/2023

Hargreaves’ cash revenues up 967% as it profits from market fears

The huge surge in margin from cash accounts helped Hargreaves make total revenues of £350m, a rise of 20%.

02/16/2023

Private Tutors of Ultra-High Net-Worth Families Need to Maintain Discretion and Confidentiality Claims CEO of Tutors International

Education Consultant and Founder of Tutors International, Adam Caller, believes that a new book based on the private tutoring experiences of the author demonstrates a lack of discretion and professionalism.

02/16/2023

NatWest acquires controlling stake in workplace pension fintech for £144m

The company, which provides pensions and savings services via its mobile app, offers customer highly personalised solutions, along with eco-conscious investments.

02/16/2023

Mizuho Financial Group and Lombard Odier form Strategic Alliance to expand onshore collaboration in Japan

Mizuho Financial Group leverages the resources and expertise across its entire business lines to provide products and solutions that transcend the boundaries of finance to meet the diverse and sophisticated needs of high-net-worth individuals

02/16/2023

Thurgauer Kantonalbank Presents Strong Results

Holders of TKB participation certificates will receive an unchanged dividend of CHF 3.10 per share.

02/16/2023

BKB grows profitably and increases group profit by 15%

The work to implement the strategy progressed according to plan, with the result that the core business has developed further and our group infrastructure has become more efficient.

02/16/2023

Bank Cler increases business success and annual profit

At CHF 176.3 million (-0.5%), gross income from interest operations was slightly below the previous year's figure.

02/16/2023

Accountancy group sets up wealth management arm

Company hires former director of an SJP partner firm to run the operation

02/16/2023

Rothschild & Co named Bank for Governments of the Year

This is the second consecutive year we have won this award.

02/16/2023

Standard Chartered’s FY2022 results in Africa and Middle East announced

Record performance for the bank in Africa and the Middle East

02/16/2023

Ex-Danske quartet to run new Janus Henderson Article 8 EMD fund

Hard currency strategy will reflect long-running fund overseen by Copenhagen-based team who were poached last autumn.

02/16/2023

Nordea scraps Nordic Ideas strategy in funds rethink

Asset manager rolls strategies together in order to simplify product offering, Citywire Selector has learned.

02/15/2023

Novia and Wealthtime join Finio integration hub

The partnership with Novia and Wealthtime is an important boost for the FINIO hub as it strengthens its grip on the platform data tech market.

02/15/2023

Succession makes first acquisition since Aviva takeover

Acquired firm G+E Wealth Management has one office in York and two in Leeds.

02/15/2023

Huntington Private Bank wins best firm culture from Private Asset Management Awards

Huntington Private Bank won the culture category for medium- to small-size firms.

02/15/2023

Kingswood launches Aim IHT and ISA portfolio service

As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits

02/15/2023

At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design

Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM.

02/15/2023

Rathbones Take Home Gold Again at Prestigious Citywealth IFC Awards

It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.

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