12/22/2022
UBS, Deutsche Bank focus on India's wealthy while interest in China wanes
“We are witnessing increasing interest among resident Indian investors to build portfolios in international markets.”
12/22/2022
“We are witnessing increasing interest among resident Indian investors to build portfolios in international markets.”
12/22/2022
The good news is that real disposable income has started growing again, helped by the lower monthly price increases and the strong labor market.
12/21/2022
Consolidator Radiant Financial Group has taken a swipe at benchmark-hugging wealth managers as it launches a discretionary fund management service fronted by Minesh Gajjar.
12/21/2022
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
12/20/2022
Actionable liquidity on European credit is now seamlessly available within FlexTrade's EMEA trading workflow.
12/20/2022
They will also still be able to access Parmenion’s own DFM model portfolio solutions.
12/20/2022
The lead on Real Return strategy had been with the company for almost three decades.
12/19/2022
Through this strategic partnership, Berkshire joins iM Global Partner's extensive global asset management family and distribution network.
12/19/2022
The Italian bank, through this deal, will also look to distribute its banking solutions to Azimut.
12/16/2022
M&G, which recently purchased Responsability, has committed CHF225.7m to the strategies
12/16/2022
Administrative expenses reduced by £2.2m year on year
12/16/2022
The Wealth Management division saw total assets under management fall to £2.1bn, down from £2.4bn in H1 2021.
12/16/2022
Central banks are having their final word for 2022 this week, but for now, we will provide a year-end review.
12/16/2022
This would see £3.1m paid on completion and the balance paid on a deferred basis, which is subject to the achievement of pre-agreed performance targets.
12/16/2022
"What we often do with many of our charities is provide volunteer support, or we have people mentoring the charity leaders, or just giving time.
12/15/2022
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
The deal further expands Fairstone’s nationwide coverage and takes total FUM under the group’s umbrella to more than £13bn.
12/15/2022
As part of the deal, nine advisers and staff will join Fairstone Group as well as more than 800 clients.
12/15/2022
Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.
12/15/2022
The head of global investments also discussed sustainable investing, arguing that many existing funds are too preoccupied with regulatory outcomes.