Bellevue profit soars as AUM rises by 20%
Bellevue said that it benefitted from a simplified platform.
Wealth and Asset Management
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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.
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.
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.
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.
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
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.
St. James's Place Half Year Results 2021
Growth in new business and funds under management has resulted in strong growth in income
‘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
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.
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.
DWS reports CHF 21.3bn record inflows
The increase in ESG-related products in Q2 counted for a quarter of the net inflow growth.