08/09/2023
Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
Wealth and Asset Management
08/08/2023
RBC snatches $1.1B team from UBS
The team will now head up RBC's new office in Columbus, Ohio.
08/08/2023
Three Strategies to Help Clients Retain More Wealth From Their Businesses
Some best practices to help fight the cash flow boogeyman.
08/08/2023
Monthly update: positive market momentum continues in July
Inflation provides a pleasant surprise that encourages investors, and we make some small but important changes to our positioning.
08/08/2023
BCGE : Record Earnings
Half-year Group results as at 30 June 2023
08/08/2023
Top private markets firms capture $510bn of wealth market
The ten largest private markets asset managers, from Blackstone to EQT, are all trying to crack a $12tn wealth market by launching new funds and expanding into new regions.
08/08/2023
Quilter delivers 25% increase in adjusted profit and improved operating margin
Stabilisation in Quilter restricted adviser headcount which increased by nine financial planners on December 2022 levels.
08/08/2023
Quilter introduces additional adviser model ‘Quilter Partners’
Quilter Partners will provide an opportunity for firms to realise the value they have built up within their businesses now and at the point of exit through a sale.
08/08/2023
Liontrust shareholders approve GAM acquisition
The senior investment managers at GAM have previously publicly stated they support the Liontrust acquisition and now we have the declared support of Liontrust shareholders.
08/08/2023
Piguet Galland joins the very select circle of Swiss Banks Certified B Corp
Based on an assessment comprising almost two-hundred questions, the certification confirms that Piguet Galland meets not only societal, environmental and governance requirements, but also offers transparency towards its public.
08/08/2023
Financial Times and Schroders announce new partnership for Business Book of the Year Award
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
08/08/2023
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients
08/07/2023
Claude Baumann: «The Imperative of Having a Plan B»
On top of that, those in the market for a backup plan wanted to make it easier to diversify their wealth while facilitating a wide range of business activities.
08/07/2023
Long-term management at UBS in Bern becomes independent
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
08/07/2023
Hampden & Co reports strong client growth in the first half of 2023
Year-on-year since H1 2022, client numbers were up 13 percent.
08/04/2023
OCBC Posts Record Wealth Management Income
This includes income derived from insurance, private banking, premier private client, premier banking, asset management and stockbroking.
08/04/2023
Rothschild & Co: 2023 – Half-year results release
Robust performance in a more challenging environment
08/04/2023
Investor group NewGAMe and Bruellan publishes 100-day plan for successful GAM turnaround
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan