07/29/2021
Charles Stanley to be taken over by Raymond James in $279m deal
Raymond James said the deal would provide both companies with the opportunity to accelerate the growth of their respective current UK wealth management businesses
Wealth and Asset Management
07/29/2021
RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform
Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.
07/29/2021
Graubuendner KB posts 31.3% profit growth – boosts outlook
The cantonal bank announced a solid AUM increase and run expansion successfully.
07/29/2021
Bellevue profit soars as AUM rises by 20%
Bellevue said that it benefitted from a simplified platform.
07/29/2021
Credit Suisse Group announces second quarter 2021 financial results
Our underlying business performance remains solid with a record level of assets under management in our Wealth Management and Asset Management businesses, supporting strong growth in recurring commissions and fees.
07/29/2021
Bellevue Group achieves new earnings and profit levels
Client assets increased in the same period by 20 percent to a new high of 14.4 billion francs, as was further learned.
07/29/2021
Bedell Cristin's international private client team recognised in Chambers HNW rankings
These latest rankings are testament to the firm's commitment to strengthen our global team and service the growing demand for private wealth services globally.
07/29/2021
Raymond James Financial Reports Third Quarter of Fiscal 2021 Result
For the first nine months of the fiscal year, record net revenues of $7.07 billion increased 20%, record earnings per diluted share of $6.92 increased 60%, and adjusted earnings per diluted share of $7.50(1) increased 73% over the first nine months of fis
07/29/2021
Canaccord Genuity Announces Completion of Investment by HPS
A management incentive arrangement has also been implemented which will provide for certain incentives with performance thresholds related to the future growth of CGWM UK.
07/28/2021
St. James's Place Half Year Results 2021
Growth in new business and funds under management has resulted in strong growth in income
07/28/2021
‘The Queen’s bank’ Coutts joins the ranks of ethical brands
Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status
07/28/2021
Rathbones Funds under management and administration up 8.2% to £59.2 billion
The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.
07/28/2021
PraxisIFM announces sale of Fund Administration division
Formed in 2005, the PraxisIFM Funds Business is one of the leading players in the European listed funds sector and augments Sanne’s existing presence in this important market.
07/28/2021
DWS reports CHF 21.3bn record inflows
The increase in ESG-related products in Q2 counted for a quarter of the net inflow growth.
07/28/2021
Barclays H1 2021 Results
Barclays has announced its H1 2021 Results at 7am UK time on 28th July.
07/28/2021
Shanghai strives to become a global asset management hub
Shanghai did not give a time frame for its cross-border wealth management scheme or details on how it would work.
07/28/2021
Perspective buys four IFAs to reach £3.6bn AUM
“We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial resources"
07/28/2021
Stock Markets Rise as Restrictions Lift
Our latest investment update sees markets in rude health as vaccinations and consumer spending grow and economies open up.
07/28/2021
Deutsche Bank reports profit before tax of € 1.2 billion in the second quarter of 2021
The cost/income ratio was 80%, down from 85% in the prior year quarter.
07/28/2021
Fortunis Capital to invest in leading UK wealth management firms
The new drive is a completely separate strand of the business from the Fortunis venture capital investments.