04/26/2023
Evelyn Partners delivers a record quarter of £1.7 billion of gross new assets
Continued strong growth in Professional Services, with operating income of £45.2 million in Q1, up 20.9% compared to the same period last year.
Wealth and Asset Management
04/26/2023
Credit Suisse sheds Swiss fund market share to rivals
UBS, BlackRock and Pictet are among the beneficiaries.
04/26/2023
Morningstar Wealth Introduces Portfolio Analytics Enrichment from ByAllAccounts
New enhancement wraps key portfolio information into one flexible solution for advisors
04/26/2023
Asia-Pacific investors more likely to switch wealth managers, EY survey finds
The trend is particularly strong in mainland China, where 70% of the respondents said they were looking for a change, as well as Singapore, where 64% made the same comment.
04/26/2023
Titan Asset Management launches Equity Growth fund
IFSL Titan Equity Growth fund
04/25/2023
How StashAway Is Disrupting the Wealth Management Landscape In UAE
Since then, StashAway has raised over 74 million USD and expanded to serve investors across 5 regions, including Dubai since November 2020.
04/25/2023
Real demand pushes gold towards a new standard
Gold has traditionally been presented as a long-term inflation hedge on the expectation that the precious metal retains its buying power over time, and carries no credit risk, even if it does not generate a return.
04/25/2023
UBS's first-quarter 2023 results
1Q23 net profit of USD 1.0bn, with strong client inflows
04/25/2023
Credit Suisse reports pre-tax income of CHF 12.8 bn with a CET1 ratio of 20.3% in 1Q23
The consummation of the merger remains subject to customary closing conditions.
04/25/2023
Quilter plc First Quarter 2023 Trading Statement
Average AuMA for the first quarter of £101.8 billion remained modestly below the 2022 full year average of £102.8 billion.
04/25/2023
Fifteen UBS advisors in the Houston region named to the Forbes Best-In-State Wealth Advisors list
UBS also announced today that the South Central Group, based in The Woodlands, TX and led by Robert Vaughan, was named a National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Team by Assets Under Advisement for 2022.
04/25/2023
IHT receipts rise by £1bn year-on-year
In the short-term, families would be prudent to give careful thought to their tax planning to ensure they don’t pay more tax than they need to.
04/25/2023
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
04/25/2023
UK's Jupiter reports rise in assets under management
The company's assets under management were 50.8 billion pounds ($63.42 billion) as of March 31
04/25/2023
Larry Fink sells 7% of his BlackRock stake, nets $25m
The BlackRock CEO, who regularly offloads portions of his stake in the asset manager, sold 35,800 shares, or 7% of his holding, last week.
04/25/2023
Banking group unveils wealth offering for UHNWs in UAE
As the region ‘fast emerges as the destination of choice for ultra-wealthy individuals’
04/25/2023
BNP Paribas launches wealth unit in Thailand
Based in Bangkok, Peter will head up an onshore team of wealth managers.
04/25/2023
HSBC’s private bank in Asia expects strong net new inflows in 2023
Net new invested assets came to US$15 billion, compared to net inflows of US$14 billion in 2019.
04/25/2023
Investment duo complete wealth manager buyout
Liverpool will be the head office of the new IFA business which they say will look to expand both regionally and nationally with further acquisitions and organic growth.
04/25/2023
Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice
Morningstar-curated models now available via unified managed accounts