05/12/2022
Tilney S&W reports drops in AUM
The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.
Wealth and Asset Management
05/12/2022
What charity trustees need to know about ethical investments
The case was brought by the charity trustees of the Ashden Trust and the Mark Leonard Trust, both part of the Sainsbury Family Charitable Trusts network.
05/12/2022
A return to fixed income
Should rising bond yields prompt a re-examination of fixed income assets and their role in portfolios?
05/12/2022
Mediobanca says no wealth management deal in sight as profit beats consensus
He also proposed a merger to Banca Mediolanum (BMED.MI), but neither move led to a deal.
05/12/2022
Benchmark targets significant acquisitions throughout 2022
Furthermore, Stephen Robarts has also joined from KPMG, assuming the position of Head of Acquisition Finance, who will work alongside Ian.
05/11/2022
J.P. Morgan named ‘Best Private Bank’ in world
Indeed, J.P. Morgan dominated the 2022 Euromoney awards—receiving more than any other firm.
05/11/2022
World Shaping Wealth
The impact of affluence on the next economy
05/11/2022
Brewin Dolphin -Interim Management Report
The acquisition is conditional on shareholder and regulatory approvals and is expected to complete by the end of calendar Q3 2022.
05/11/2022
Credit Suisse further enhances its offering for charitable foundations
Charitable foundations domiciled in Switzerland to benefit from new dedicated solution for investment of foundation assets
05/11/2022
Van Lanschot Kempen: enhancing capital strategy and first-quarter 2022 trading update
The first quarter of this year was marked by high levels of uncertainty and volatility in the financial markets, caused by the terrible war in Ukraine and the ongoing pandemic.
05/11/2022
UBS Appears to be Mapping out a Digital Roadmap
According to the report, the registrations of the new trademarks could indicate UBS is in the process of building additional brands for a future digital business.
05/11/2022
Exclusive survey by Lombard Odier shows high-net-worth Middle East investors’ strong shift to sustainable investment and Islamic Finance
85% of the surveyed 300 HNW investors in the Middle East intend to increase their exposure to ESG or sustainable investments in the future. 81% already take sustainability and ESG into account when making investment decisions
05/11/2022
WH Ireland Global Market Insights
Indeed stronger commodity prices were one of the issues for other financial markets.
05/11/2022
Delio announces formation of Advisory Board as it accelerates international growth plans
The Board will be chaired by Kevin Smith, a former senior partner at KPMG who also chaired their Global ‘Emerging Giants Centre of Excellence.’
05/11/2022
BNP in Hiring Push to Double Cash
Main growth in Singapore comes from Greater China: Asia CEO
05/11/2022
Collardi to buy stake
He is currently a non-independent member of the board of directors of EFG, of which he acquired a 3.6% share.
05/11/2022
Capital Risk Management and MP2 Financial teams join Tilney Smith & Williamson’s Edinburgh Office
Both businesses, who are currently based in Coates Crescent in Edinburgh
05/10/2022
Citi to hire 700 private bankers
The new offices are located at the bank’s existing locations in both cities.
05/10/2022
Two UBS Advisors Named to the Barron’s Top 100 Financial Advisors List
Greg Cash and Mitchell Wickham joined UBS Private Wealth Management in 2020, after spending more than two decades at Merrill Private Wealth Management.
05/10/2022
Ascent Wealth Partners Rejoins Dynasty Financial Partners Network
Upstate New York Firm with Three Locations Rejoins the Dynasty Financial Partners Network