06/21/2024
Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.
06/21/2024
The global investment outlook is likewise far from symmetrical.
06/21/2024
The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.
06/21/2024
The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros
06/21/2024
The week’s top asset management stories, all in one place
06/20/2024
The merger also affects parts of the Aegon TargetPlan fund range, which is aimed at workplace pension schemes and invested in the strategy.
06/20/2024
They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.
06/20/2024
In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth
06/20/2024
ZEDRA and CreaPartners will bring together the best of both our organisations.
06/20/2024
German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis
06/20/2024
Environmental and climate concerns are at the forefront for many clients.
06/20/2024
In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.
06/19/2024
Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.
06/19/2024
The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.
06/19/2024
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.