Hargreaves Lansdown expands into advice
The company reported pre-tax profits of £151.2mn in the period.
Wealth and Asset Management
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BCGE hikes dividend as net profit rises by 19.3%
A CHF 4.50 dividend will be proposed to the general meeting.
UBS Traders See 2021 Bonuses Decline About 10% on Archegos Hit
The overall bonus pool for employees at UBS is being increased by around 10% from the previous year
Geneva Cantonal Bank Posts Record Profit
The dividend proposed to the General Meeting will be increased by 20% to CHF 4.50.
Geneva Cantonal Bank with record profit
Net profit rose by around 19 percent to CHF 125.2 million compared to the previous year and sales by 20 percent to CHF 439.2 million.
Titan Wealth Holdings Acquires Cardale Asset Management
The acquisition of Cardale is anticipated to double Titan Wealth’s revenues and will also support its continued growth towards meeting its target of £20-30bn in AUM within four years of launch.
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
Credit Suisse denies wrongdoing after big banking data leak
While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
Wealth management in the new world
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
CLSA CP launches private equity fund
The alternatives platform of Citic Securities has launched a China-market US dollar-denominated private equity fund.
Belfast wealth management firm has recorded ‘significant growth’ throughout 2021
A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.