01/26/2023
2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.
01/26/2023
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
Prime London property prices rose in the last quarter of 2022
01/26/2023
In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.
01/26/2023
Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.
01/26/2023
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
01/26/2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
The Group also expects to report an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
01/25/2023
The physical gold is stored in vaults at Edmond de Rothschild’s headquarters in Geneva.
01/25/2023
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.
01/25/2023
The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.
01/25/2023
This is not the first move from UBS into the alternative foods sector.
01/25/2023
Compressed growth
01/24/2023
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/24/2023
Publishes 12-point plan
01/24/2023
The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.
01/23/2023
This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.
01/23/2023
How to get the most out of our exclusive app for clients.