01/08/2024
LGT continues expansion in Germany with new office in Frankfurt
LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.
01/08/2024
LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.
01/08/2024
But the nature of this fast-evolving discipline has changed dramatically.
01/08/2024
These deals mark its fifth and sixth IFA acquisitions in the UK market
01/05/2024
After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024
01/05/2024
IQ-EQ has a very strong track record of recognition in these awards
01/05/2024
Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.
01/05/2024
Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.
01/05/2024
This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.
01/04/2024
Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.
01/04/2024
Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.
01/03/2024
In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.
01/03/2024
The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.
01/03/2024
To date, £1.7bn has been transferred to the Reclaimed Fund Limited.
01/02/2024
But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.
01/02/2024
How does the asset management industry persuade Gen Z to save?
12/29/2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.
12/28/2023
Purpose of these interim financial statements
12/28/2023
After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.
12/27/2023
£109bn investment contract from bank has speeded tie-up process