News, Comment & Analysis results for Archive

Compliance
12 August 2022

Swiss Regulator Warns EAMs, Trustees On Licensing Applications

The regulator warned that institutions that have not submitted licence applications by 30 June...

Financial Results
12 August 2022

Summary Of Banks', Wealth Managers' Q2, H1 2022 Results

A roundup of the major banks' financial results during the second three months of 2022 and the full...

Financial Results
12 August 2022

Falling Markets Offset Acquisitions To Hit CI Financial's AuM

The Canada-based group has bought a raft of US and Canadian wealth management firms since the start...

New Office
12 August 2022

J Stern & Co's Malta Office Keeps EU Access Open

A marketing passport scheme that had enabled UK-based firms to tap into the European Union market...

Fund Management
12 August 2022

EXCLUSIVE: Sorbus Vector Fund Delivers Strong Long-Term Results

Richard Farmiloe, lead fund manager of the Sorbus Vector Fund at Sorbus Partners, a private...

Financial Results
11 August 2022

Brown Shipley's 2021 Profits Rise

Brown Shipley, part of the European Quintet group of financial businesses, this week disclosed its...

Financial Results
11 August 2022

ABN AMRO Reports Net Profit In Q2 2022

Dutch Bank ABN AMRO has released its financial results for the second quarter of 2022, showing a...

M and A
11 August 2022

Deals Of The Day: The Latest In Wealth Management M&A – One Four Nine Group

The latest mergers and acquisitions and other corporate actions in the wealth management sector. ...

ESG
11 August 2022

Northern Trust AM Opens Global ESG Strategy To Asian, European Investors

The US-based firm said that its existing strategy – open to US investors since 2015 – has...

Wealth Strategies
11 August 2022

It's The Liquidity, Stupid – How Macroeconomics Shapes A Portfolio

Whether a market is being shaped by fresh central bank liquidity or by banks taking liquidity out...

Comment & Analysis results for Archive