04/07/2022
Saltus acquires Hertfordshire IFA as founder calls time
Saltus is buying Bushey IFA NSL Wealth as its founder Syd Symonds retires.
Wealth and Asset Management
04/07/2022
Advisers forced to withdraw from Abrdn fund after error
The fund was incorrectly made available on Quilter’s platform for more than a year.
04/07/2022
Raymond James CEO: ‘We knocked on Charles Stanley’s door for seven years’
PODCAST: Paul Reilly said the challenges of the deal were the ‘worst of both worlds, but it was worth it’, with the firm being both family-owned and listed.
04/07/2022
Vontobel Attracts More New Money
Vontobel estimates the share of Russian and Belarusian discretionary mandates
04/07/2022
Charles Stanley unveils responsible model portfolios range
Low-cost ETFs
04/07/2022
Impact strategy: rising to the biodiversity challenge
UBP partnered with L'Agefi’s biodiversity conference at the Jardin des Plantes in Paris on 31 March.
04/06/2022
Consolidator Saltus buys NSL Wealth
The acquisition – which follows Symonds’ decision to retire – sees Jordan become a partner at Saltus, while Symonds will take a consultancy and advisory role to ensure a smooth transition.
04/06/2022
How Schroders shaped its six engagement targets
Head of active ownership Kimberley Lewis explains what drove the firm’s rationale to define specific engagement goals.
04/06/2022
New UBS Chair Under Pressure to Deliver
UBS's new chairman won the post over candidates such as Roche's overseer Christoph Franz, Swiss ex-central banker Philipp Hildebrand, and ex-Unicredit boss Jean-Pierre Mustier.
04/06/2022
Strategic transformation delivers growth across all Syz Group divisions
The Group’s Tier 1 capital ratio is more than twice the legal requirement, at 23.8%.
04/05/2022
Credit Suisse Announces $100,000 Grant to myFutureNC
This grant is part of Credit Suisse’s Future Skills program, which aims to support initiatives that help close educational and employment gaps for young people, especially disadvantaged, entering adulthood.
04/05/2022
Family Governance Planning Unlocks Potential In Family Talent And Wealth
For family business owners, succession planning of family companies is much more complex, especially when multiple generations are involved in the family business.
04/05/2022
PIMFA’s Diversity & Inclusion Awards return for second year and open for new entries
Last year’s inaugural awards received an overwhelmingly positive response from the industry with over 100 entries.
04/05/2022
Credit Suisse's Greensill Troubles Were One Year in the Making
As a chronic illness, Greensill continues to plague the bank.
04/05/2022
Coutts exec: We will not acquire firms at expense of service levels
We should go faster not at the expense of our controlled environment or our clients.
04/05/2022
Zurich boutique to launch infrastructure fund under Partners Group veterans
SFP Infrastructure Partners is led by Thomas Hoffmann, Cledan Mandri-Perrott and CEO Marc Wicki.
04/05/2022
An Inverted World?
The UK is also struggling to take advantage of the recovery from COVID.
04/05/2022
CIC achieves its best annual result
The commission and service business grew by 16.1 percent to CHF 39.3 million. Income from trading, primarily from the foreign exchange sector, increased by 12. percent to CHF 19.6 million.
04/05/2022
EQ Investors opens new South Coast office in Brighton
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Sanctuary Wealth Expands Latin American Client Base With Addition of Fuentes Hondermann Wealth Management
Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley