08/15/2022
IWP acquires £250m Cambridge advice firm
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
Wealth and Asset Management
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.
08/11/2022
Noah Holdings Private Wealth and Asset Management Limited Announces Adoption of Dividend Policy
The Dividend Policy aims to set out the principles and guidelines that the Company intends to apply in relation to the declaration, payment or distribution of its profits as dividends to the Shareholders.
08/11/2022
M&G plc Half Year 2022 results
Solid start to new £2.5bn operating capital generation target by 2024
08/11/2022
Half-year results of the BKB Group 2022: Corporate success sustainably strengthened
Ad hoc announcement according to Art. 53 KR
08/11/2022
Credit Suisse’s Top Investor Discloses Stake Size
At around 5 percent, sovereign investor Qatar Holdings is the bank’s second largest shareholder, as of November 17.
08/10/2022
How Rising Interest Rates Affect Private Credit
There are a few reasons private credit is worth a look for ultrahigh net worth investors (UHNW) and their advisors to consider.
08/10/2022
Why Indosuez CIO moved back into tech and increased duration
As the narrative is shifting from inflation to global recession fears, the investment team is leaning on long duration assets.
08/10/2022
Quilter plc interim results for the six months ended 30 June 2022
This year global equity markets have experienced one of the worst periods of negative performance in recent years.
08/10/2022
Quilter makes one-off cost-of-living payment to employees
Quilter wants to help employees mitigate the impact of price rises given the difficult economic backdrop, with inflation in the UK forecast by the Bank of England to top 11% later this year.
08/10/2022
Geneva boutique launches Shariah tech fund with ex-BlackRock PM
De Gale was previously in charge of BlackRock’s World Technology fund.
08/10/2022
UBS: Christine Novakovic delivers even more
The profit trend at Europabank has been clearly upwards since 2019