04/04/2024
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.
04/04/2024
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
04/04/2024
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.
04/03/2024
There will be three options on offer: core, sustainable core and active core.
04/03/2024
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
04/03/2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.
04/02/2024
Former Julius Baer boss Boris Collardi has been on board since 2022.
04/02/2024
The financial result showed a loss of 8.5 million francs
04/02/2024
Private banking is simply much harder to deal with.
04/02/2024
UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.
04/02/2024
“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth
04/02/2024
With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors
04/01/2024
Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.
04/01/2024
The extent to which wealth is unevenly distributed varies considerably from country to country too
03/28/2024
EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.
03/28/2024
When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.
03/28/2024
For comparison, his predecessor Hamers received a total compensation of 12.6 million Swiss francs in 2022.
03/28/2024
Strategic plan progress delivers strong, profitable growth
03/28/2024
Most importantly, all this should be on your chosen terms.