12/02/2024
With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.
11/29/2024
At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.
11/29/2024
It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.
11/29/2024
IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.
11/29/2024
As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.
11/28/2024
The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.
11/28/2024
The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.
11/28/2024
In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.
11/28/2024
Conservation of the ocean, protecting biodiversity, ensuring climate justice
11/28/2024
The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.
11/28/2024
Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.
11/28/2024
The firm expects to liquidate most assets over two years, with investors receiving periodic returns.
11/28/2024
Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments
11/27/2024
Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries
11/27/2024
With main offices in Zurich and Lugano, the two companies will bundle their capabilities to serve today's complex client needs in a holistic manner and create the basis for future growth.
11/27/2024
The Company regularly explores opportunities to strengthen the value of its business and has been an active acquiror in all geographies where it has operations.
11/27/2024
The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.
11/27/2024
Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins
11/27/2024
LeoVest Partners AG is known as a new force in Swiss wealth management.
11/27/2024
In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.