05/03/2023
Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%
Wealth and Asset Management
05/03/2023
ALTIANT: Special Wealth Management Report
The increase in the number of affluent and HNWIs has been met with an increasing need for the usage of wealth managers and investment firms to help these individuals protect and further grow their assets.
05/03/2023
Evelyn Partners adds new models to International MPS range
The International MPS strategies feature a blend of best-of-breed actively managed and passive funds.
05/03/2023
BNP Paribas Group: Results as at 31 March 2023
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter 2023.
05/03/2023
UBP: Investing in transition infrastructure
This growth is mainly being driven by inflation concerns, geopolitical instability and efforts to increase energy independence, and by the huge investments needed to achieve transitions in the energy, environmental, digital and mobility fields.
05/02/2023
Goldman Lampe Private Bank Announces Record-Breaking Q1 Financial Results
This exceptional growth is a testament to the bank's successful acquisition of new HNWI clients and the management of their substantial assets.
05/02/2023
DBS Group: First-quarter net profit rises 43% to SGD 2.57 billion while return on equity increases to 18.6%
Both at new highs, from higher net interest margin, sustained business momentum and resilient asset quality
05/02/2023
Aviva Investors follows Schroders with £1.5bn LTAF launch
The LTAF is a new category of open-ended funds, designed to invest in long-term, less-liquid assets
05/02/2023
HSBC Holdings plc 1Q 2023 Earnings Release
Profit before tax rose by $8.7bn to $12.9bn.
05/02/2023
Baillie Gifford and JO Hambro took losses on First Republic before write-off
Both asset managers decided to exit the US bank following the fallout from the collapse of Silicon Valley Bank.
05/02/2023
Schroders cuts multi-asset fees to challenge LifeStrategy market
Schroders has relaunched its multi-asset Tactical portfolio range, capping charges at 0.22% in a bid to win client money from a popular market.
05/02/2023
Lombard Odier UK scoops PAM award for innovation
The PAM Awards are among the most respected in the UK wealth management industry, and this marks our fourth win in five years.
05/02/2023
GAM Holding AG: Deferral of publication of the Annual Report 2022, Approved by SIX Exchange Regulation AG
SIX Exchange Regulation AG has approved this exception of the maintenance obligations and thus the deferral of the publication of the Annual Report 2022 of GAM Holding AG as well as the submission of this report to SIX Exchange Regulation AG by no later t
05/02/2023
JPMorgan Chase acquires substantial majority of assets and assumes certain liabilities of First Republic Bank
JPMorgan Chase to protect all deposits -- insured and uninsured -- bringing its financial strength, capabilities and capital to the U.S. banking system and First Republic
05/02/2023
Erich Pfister turns the helm at Banque Cramer
Geneva-based Banque Cramer benefited from its expansion and acquisition policy in 2022.
05/02/2023
GAM Holding AG's 2020-2023 Share Buy-Back Programme Completed on 28 April 2023
The maximum buy-back volume per day according to art. 123 (1) (c) of the Financial Market Infrastructure Ordinance (FMIO) amounts to 414,261 shares.
05/02/2023
Investment fraud - The long con
Clients heard examples of the latest types of investment scams, including crypto-related schemes, and tips on how to avoid them at our latest online fraud event.
05/02/2023
New lender Hana Capital enters bridging market
“We empathize with the frustration and disruption this can cause, and it goes against our core values and principles.”
05/01/2023
Dukhan Bank named ‘World’s Best Islamic Private Bank’ by Global Finance for 2nd year
This significant achievement follows the bank’s successful transformation into a Qatari public shareholding company by listing its shares on the Qatar Stock Exchange and the commencement of trading on February 21, 2023.
05/01/2023
Credit Suisse is still hunting for managers
Roles visible on the Credit Suisse website include wealth management relationship managers and a Swiss franc fixed income portfolio manager.