04/18/2024
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
04/17/2024
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
04/17/2024
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
The new Fund uses the same investment process
04/16/2024
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.
04/16/2024
These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.
04/16/2024
Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.
04/16/2024
The new office space will accommodate the 110 staff members
04/15/2024
The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.
04/15/2024
Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance
04/15/2024
The fund’s manager Mark Hawtin has agreed to join Liontrust.
04/15/2024
Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.