03/19/2024
BBVA Group establishes a new investment advisory subsidiary in Miami
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.
03/19/2024
Female billionaires are similarly dominated by more heiresses than entrepreneurs
03/19/2024
Adjusted earnings per share was 46.3 pence compared to 6.1 pence.
03/18/2024
At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.
03/18/2024
When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.
03/18/2024
As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.
03/18/2024
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
03/18/2024
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/18/2024
A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.
03/18/2024
Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.
03/15/2024
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
Meanwhile, the expansion of local houses in the neighboring country continues unabated.
03/15/2024
The acquisition will also support its strategic growth plans.
03/15/2024
The most held fund is Axa’s Global Technology fund, which appears in the portfolios of two of the allocators we cover.
03/14/2024
Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.
03/14/2024
2023 Annual Report: business growth, cost discipline and raised capital distributions