Schroders appointed by Cirencester Friendly to run £75 million portfolio
This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.
Wealth and Asset Management
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Syz determined to prove small can be beautiful
The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.
Transferring wealth to the next generation – what to consider
Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.
Canaccord Wealth announces new Isle of Man charity partner
The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.
UBS’s traders are doing well, its bankers not so much
The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.
TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’
The acquisition plan was first announced in December 2023
Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland
The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure
Omnis Investments awards Ninety One £573m UK Income & Growth mandate
Ninety One Value team finds the potential in unloved companies.
M&A surge offers IFAs and wealth managers myriad opportunities
In Europe, France has become a hotspot for smaller deals
Sergio Ermotti: "The road will still be long"
But there is still a long way to go.
UBS's third-quarter 2024 results
Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024
Standard Chartered Results for the third quarter
The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion