‘Stress test’ year sees Schroders profits slide 14%
Market movements blamed for 4% AUM decline
Wealth and Asset Management
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J. Safra Sarasin: «Takeovers Cannot Be Planned»
On earnings power alone, the bank performed admirably last year as net profit rose four percent to 440.2 million francs ($476.6 million) compared to the record year 2021.
Wealth managers support HK’s family office incentives
Recent measures should strengthen Hong Kong’s competitive edge and encourage new and existing family offices to expand their presence.
WealthTechs win by managing wealth and not the wealthy
Traditional wealth managers often have their eyes locked on servicing high net worth (HNW) and ultra-high net worth (UHNW) clientele.
Results statement – full year to 31 December 2022 Rathbones
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.
J. Safra Sarasin Group announces another year of good results in 2022
Group CET1 Capital of CHF 6.2 billion up from CHF 5.7 billion at the end of 2021, with a CET1 ratio of 44.1%, well in excess of regulatory requirements.
Vanguard closes financial planning arm
In an email to clients sent last night, seen by NMA, Vanguard said it will be refunding clients all financial planning fees they have incurred from the service since they joined.
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
Rathbones assets drop £8bn as wealth managers feel the squeeze
CEO Paul Stockton says long-term trends are still in the sector's favour
Wellington expands fund range to Singapore HNWIs
The investment manager launched three new funds targeting the wealth channel in Singapore, following its first retail launch in 2021.
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.