04/08/2024
WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Chosen by a distinguished panel of analysts and industry experts
04/05/2024
Three-year maturity aligns with current market conditions, says the fund’s manager.
04/05/2024
In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.
04/05/2024
The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.
04/05/2024
Financial advisers prove to be best in class after national award wins
04/04/2024
The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.
04/04/2024
Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.
04/04/2024
The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa
04/04/2024
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
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.