04/16/2021
Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains
Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.
Wealth and Asset Management
04/16/2021
Consolidator Cinerius: Four to eight takeovers per year
Over 70 Swiss asset managers have joined the Aquila platform and have remained independent.
04/16/2021
CPR AM Expands its Climate Offering with Two New Open-Ended Funds
These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors.
04/16/2021
Setting up a business in the UK from abroad
No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this.
04/16/2021
Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion
We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors.
04/16/2021
Schroders takes leading role at inaugural Sustainable Investment Festival
Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.
04/15/2021
Quilter calls on the Prime Minister to tackle investment scams
This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm.
04/15/2021
Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
04/15/2021
Qatar Financial Centre Authority signs MoU with Labuan IBFC Inc enhancing
Asia and MENA financial sector ties
04/15/2021
Brooks Macdonald reports Positive net flows in UK Investment Management
Positive net flows in UK Investment Management underline continued strategic momentum
04/15/2021
Charles Stanley says 'worst is behind us' as assets up 2% in Q4
Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.
04/15/2021
Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
How to thrive and drive future growth
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
Lausanne boutique merges CHF 2.2bn AUM real estate funds
Realstone recently incorporated Solvalor Fund Management in a merger, it announced in December.
04/15/2021
‘Customers preferred a small place’: running an international WM from a rural town
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.
04/15/2021
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.
04/15/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Citigroup profit triples on reserve release, to exit some consumer unit
Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.
04/15/2021
Canaccord Genuity Group enters Scottish wealth management industry
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
04/14/2021
Mitsubishi UFJ Morgan Stanley Securities (MUMSS) Deploys InvestCloud Wealth Platform to Target Fast-Growing High-Net-Worth Individuals
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors