08/15/2022
Marble Wealth Joins Sanctuary Wealth as First Partner Firm in Alabama
Next-gen partnership with close to $800 million AUM is Sanctuary's third this year from UBS
Wealth and Asset Management
08/15/2022
Wrise Launches UHNW-Focused Wealth Unit
The new offering is focused on serving the needs of ultra-high net worth individuals (UHNWI) with a range of services including portfolio management and advisory, access to a network of wealth planning specialists, corporate services and more.
08/15/2022
Tatton Asset Management bolsters investments offerings via £7m 8AM Global Limited acquisition
Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.
08/15/2022
Deutsche Bank mourns Anshu Jain
Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.
08/15/2022
Ulrich Körner's dilemma with the "ugly duckling" of Credit Suisse
This has already happened with an alleged job cut ; now the CS investment bank comes into the talk.
08/15/2022
Baloise sells German run-off portfolio
The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.
08/15/2022
Half-yearly financial statements of the Glarner Kantonalbank as of June 30, 2022
Operating income increased by 4.2 percent to 46.3 million francs, while net profit was 11.6 million francs.
08/15/2022
Schroders UK Platform awards announces finalists
Platform of the Year and Adviser categories published
08/15/2022
IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
08/15/2022
How does inflation affect insurance-linked securities?
Inflation impacts insurance-linked securities (ILS) in a range of ways that investors in other asset types may not be familiar with.
08/15/2022
IWP acquires £250m Cambridge advice firm
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
08/12/2022
The growing role of External Asset Managers
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
08/12/2022
Invesco partners with UAE wealth firm to create model portfolios
To fill ‘gap in the market for tried and tested investment solutions for international clients’
08/12/2022
VZ Group sees assets grow to CHF 6bn in H1
The group increased its net profit to CHF 77m in the first half of the year.
08/12/2022
JPMorgan backs central America in Latam wealth management drive
The US bank has reorganized its Latam wealth management business to focus on faster growing countries, but home bias remains a tough instinct to overcome.
08/12/2022
WH Ireland boss: We won't make acquisitions until we are profitable
Bishop’s predecessor Steve Ford had previously told FTAdviser he expected the unit to grow its AUM to £3bn in the coming years, from £1.6bn at the end of March. Of that, £1bn is managed on a discretionary basis.
08/12/2022
UK economy: better-than-expected GDP paves way for more rate rises
Better-than-expected UK economic performance may come at the cost of higher interest rates as the Bank of England is showing new focus on taming inflation
08/12/2022
CHF 2bn EdR fund downsizes Swiss real estate purchase plans
The subscription period will start on 29 August and run until 9 September.
08/12/2022
Broadridge Reports Fourth Quarter and Fiscal 2022 Results
Fiscal Year 2023 Guidance of 6-9% Recurring Revenue Growth and 7-11% Adjusted EPS Growth
08/12/2022
Aviva to complete Succession acquisition and support further consolidation
Succession has established itself as one of the leading consolidators in the UK’s advice and wealth management sector, which is highly fragmented and going through an extended period of busy M&A activity.