Quilter plc First Quarter 2023 Trading Statement
Average AuMA for the first quarter of £101.8 billion remained modestly below the 2022 full year average of £102.8 billion.
Wealth and Asset Management
15616 articles found
IHT receipts rise by £1bn year-on-year
In the short-term, families would be prudent to give careful thought to their tax planning to ensure they don’t pay more tax than they need to.
Fifteen UBS advisors in the Houston region named to the Forbes Best-In-State Wealth Advisors list
UBS also announced today that the South Central Group, based in The Woodlands, TX and led by Robert Vaughan, was named a National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Team by Assets Under Advisement for 2022.
Real demand pushes gold towards a new standard
Gold has traditionally been presented as a long-term inflation hedge on the expectation that the precious metal retains its buying power over time, and carries no credit risk, even if it does not generate a return.
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
Larry Fink sells 7% of his BlackRock stake, nets $25m
The BlackRock CEO, who regularly offloads portions of his stake in the asset manager, sold 35,800 shares, or 7% of his holding, last week.
UK's Jupiter reports rise in assets under management
The company's assets under management were 50.8 billion pounds ($63.42 billion) as of March 31
Banking group unveils wealth offering for UHNWs in UAE
As the region ‘fast emerges as the destination of choice for ultra-wealthy individuals’
BNP Paribas launches wealth unit in Thailand
Based in Bangkok, Peter will head up an onshore team of wealth managers.
Investment duo complete wealth manager buyout
Liverpool will be the head office of the new IFA business which they say will look to expand both regionally and nationally with further acquisitions and organic growth.
HSBC’s private bank in Asia expects strong net new inflows in 2023
Net new invested assets came to US$15 billion, compared to net inflows of US$14 billion in 2019.
Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice
Morningstar-curated models now available via unified managed accounts