01/19/2023
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
01/19/2023
Asset manager’s investments performed well, but investor sentiment remained cautious
01/19/2023
This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.
01/19/2023
New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.
01/19/2023
The deadline to sign up for the upfront payment is 30 January.
01/19/2023
Most importantly, Credit Suisse was able to defend its leading position in the Swiss business if one follows the bank's interpretation of data from Dealogic.
01/18/2023
Firm will offer a range of private wealth services
01/18/2023
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/18/2023
After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.
01/18/2023
Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.
01/18/2023
Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.
01/18/2023
Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.
01/17/2023
In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.
01/17/2023
This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.
01/17/2023
Our latest forecasts for absolute returns from 2023-2032 for various asset classes.
01/17/2023
R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.
01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.
01/16/2023
As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.
01/16/2023
The acquisition represents a further investment by FNZ in the German market