12/14/2023
The team is supported by the wider LGT Wealth Management investment and research teams, along with LGT Private Banking's global sustainable investing platform.
12/14/2023
Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.
12/14/2023
GAM expects to report an underlying loss before tax of between CHF 45 to 50 million for the full year 2023.
12/14/2023
SIX remains strongly capitalized and plans to apply for a slightly higher dividend for 2023 than in the previous year.
12/14/2023
At the time, CS wanted to cushion the shock of a bonus pool that was shrinking due to its imbalance.
12/14/2023
London firm bought a controlling stake in Varagon this year
12/14/2023
The fintech platform has partnered with IQ-EQ to set up domestic French funds.
12/14/2023
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
UK wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond.
12/13/2023
His forward strategy, which would have seen Liontrust grow faster thanks to the GAM assets and inherit the Swiss company’s global distribution network, was not successful, however.
12/13/2023
The answer is dealing with all these eventualities is part and parcel of delivering great service, according to one discretionary fund manager boss.
12/13/2023
The deal takes Fairstone to its tenth office in the South East of England, bringing its total number of office locations to 55.
12/13/2023
The current wave of innovation fueled by Generative AI capabilities has left no stone unturned at Prometeia.
12/13/2023
The winners were selected by a panel of judges who evaluated company-wide gender diversity practices and how companies incorporate gender issues into their investment decisions.
12/13/2023
Christoph Geiseler said change in interest rates and fund manager’s inactivity in bonds over the past decade means a thorough brushing-up is in order.
12/13/2023
The wealth manager’s purchase of Bottriell Adams is subject to approval
12/13/2023
Super Allocators expect consolidation to continue apace, but will this restrict the availability of new ideas?
12/12/2023
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/12/2023
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.