04/29/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
Wealth and Asset Management
04/29/2022
The best wealth managers in Guernsey in 2022
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.
04/29/2022
Raymond James Financial cites ‘uncertain environment’ in revenue report
Quarterly net revenues grew 13% over the prior year’s fiscal second quarter primarily driven by higher asset management and related administrative fees, reflecting the strong year-over-year growth in Private Client Group assets in fee-based accounts
04/28/2022
Waverton Annual Report & Accounts 2021
The four key channels in which we operate all performed well and made their own contributions to the overall success of the business in 2021.
04/28/2022
The wealth management industry’s appetite for mergers is growing
Adding RBC’s £5 billion of existing UK wealth assets to the pot, the new management entity will become Britain’s third largest, with £64 billion in assets under management.
04/28/2022
Higher Interest Rates Fuel StanChart's Profit Rise
The Asia-focused London-based lender beat the $1 billion average estimate from 16 analysts as compiled by the bank.
04/28/2022
SEB Joins Danish Private Banking Partnership with Ringkjobing Landbobank
The Sweden-based bank said the partnership will allow it to offer its customers a complete range of private-banking services in the Danish market, with Ringkjobing Landbobank's customers gaining access to SEB's range of services.
04/28/2022
Suntera Global establishes US presence with strategic fund services acquisition
The acquisition of Socium, which requires no regulatory approval and completes with immediate effect
04/28/2022
SJP sees record net inflows of £2.91bn in Q1
The company said its retention rate for funds under management had also risen in the first quarter ending 31 March from 95.8% to 96.6%.
04/28/2022
Interim results of the Swiss National Bank as at 31 March 2022
The allocation for the current financial year is determined at the end of the year
04/28/2022
True Capital Management acquires $200m boutique wealth advisory firm
They will continue to co-lead the Nashville team as True Capital’s Nashville office.
04/28/2022
What Private Bankers Need to Know Before Moving to Wealth Management
It used to be that large brokerage firms tended to keep their distance when it came to recruiting talent from private banks
04/28/2022
ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services
Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.
04/27/2022
SURA Investment Management and Edmond de Rothschild Asset Management Forge an Alliance
This partnership creates a new opportunity to make the full spectrum of investment capabilities of both firms available to investors in the region.
04/27/2022
Novia and Wealthtime to rebrand as single group
The rebrand, which will come into effect in the second half of the year, will see both platforms under his helm, led by his new executive team.
04/27/2022
Deutsche Bank reports € 1.7 billion profit before tax in the first quarter of 2022
Post-tax RoTE¹ was 10.7%, higher than the Core Bank’s full year 2022 target of above 9% and compared to 10.9% in the first quarter of 2021.
04/27/2022
Credit Suisse reports net revenues
2022 is a transition year, and our clear focus remains on the disciplined execution of our new Group strategy
04/27/2022
Aquila Group reinvents itself – change of management at the top
The new structure is also accompanied by various personnel changes.
04/26/2022
Review of the week: The money squeeze
People are starting to react to increases in the cost of living, cutting non-essentials and spending less. Central banks are soon to follow suit by increasing interest rates further.
04/26/2022
Swiss Banks Falsely Block Russian Accounts
Switzerland’s largest bank responded to AWP that it was «working with diligence and dedication to comply with all requirements, in particular the sanctions, and to manage their possible consequences,» the report said.