St James’s Place shares: More to come from this FTSE 100 wealth manager?
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
Wealth and Asset Management
15363 articles found
Amundi Expands Income Strategy Availability in Asia
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
LPL Financial Welcomes Concentric Wealth Management
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
Bank Frick generates net profit of CHF 4.5 million
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
ARC finds only 18% of wealth firms considering private markets
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
SEI CEO plots wealth, private assets expansion
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
Van Lanschot Kempen: net profit of €67.8 million in H1 2025, with strong net AuM inflows of €4.6 billion
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
New bank with positive business development
Half-year financial statements as of June 30, 2025