01/29/2021
Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions
Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.
Wealth and Asset Management
01/29/2021
Raymond James Financial Reports First Quarter of Fiscal 2021 Results
Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat
01/29/2021
Bellevue expects 60% higher group net profit for 2020
The annual report will be published on 2 March.
01/29/2021
HP Wealth Management Acquires Sophisticated Platform
Teamwork is an independent international group, founded in 1999 in Geneva by its CEO Philippe Rey-Gorrez.
01/29/2021
Credit Suisse: Philipp Wehle Gives His Unit a New Look
This closeness to its clientele enabled the bank to grasp the needs of its clients more precisely.
01/29/2021
UBS: Seven-Fold Surge Potential for Wealth Revenue in China
UBS believes that private banking domestically is not only set for a major profit boost but also a «potential key enabler of a diversified and open financial sector
01/29/2021
Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21
Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.
01/29/2021
Your Investor Confidence Index
The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.
01/28/2021
Bank of Singapore Sees Strong IAM Growth
This was owed in no small part to the Hong Kong IAMs business which has seen accelerated growth following the launch of a hub dedicated to the segment several years ago.
01/28/2021
Wealth manager acquires Surrey firm
As it looks to expand its service proposition across the southeast
01/28/2021
The Rise of UHNWs – and what it means for business
The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.
01/28/2021
Fourth quarter new business inflows and funds under management update
St. James's Place reports robust fourth quarter flows and record funds under management
01/28/2021
UBS: Wealth Without the Management
The bank has been trying for years to hike its share of clients locked into mandates.
01/28/2021
Trends in wealth management driving the industry's future
From disruption to transformation
01/28/2021
Asia Pacific wealth the star for Swiss banking giant UBS
The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.
01/28/2021
Gresham House assets rocket 42% in 2020 on ESG wave
Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.
01/28/2021
Atria Wealth Solutions to Acquire Independent Wealth Management Firm
Atria subsidiaries continue to expand financial professional footprint and increase assets
01/28/2021
Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl
Philanthropy plays an important role in defining purpose
01/28/2021
Credit Suisse launches Man AHL TargetRisk Core Custom Index
This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.
01/28/2021
SocGen Private Bank outsources international back office IT to Azqore
The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.