Brewin Dolphin: Q3 22 Quarterly Trading Update
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
Wealth and Asset Management
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AJ Bell platform assets drop amid adverse market conditions
FTSE loses 6% in three months to June
Arbuthnot Banking Group Unaudited results for the six months to 30 June 2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
Vontobel Changes Course in Asia
The private clients booked in Hong Kong are currently being informed of the development.
Barclays Opens Subsidiary in Taiwan
The new unit, which will be called Barclays Securities Taiwan, will leverage global expertise from its corporate and investment bank to provide access to regional and global capital markets.
Migros Bank continued on its growth course in the first half of the year
Migros Bank used its earning power to strengthen its core business and to further implement the overall bank strategy launched in 2021.
BLKB has plans for its own fund house
In the interest business, the main business of the cantonal bank, the institute was able to increase net income by 4.1 percent to CHF 140.9 million.
BMO joins GPFA and raises total assets to $10tn
GPFA brings together beneficial owner members with the goal of encouraging the development of a more effective and transparent marketplace for securities financing activities, liquidity management and collateral management.
Sanlam Wealth sets out ambitious growth plans post rebrand
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
TAM Asset Management: Long term investing isn’t a luxury everyone has
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
EU Looking to Lock Switzerland Out
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.