12/13/2024
The Swiss group, which dates back to the 18th century, targets what is termed the “wealthy” segment of the private banking market, consisting of clients with at least EUR five million to invest.
12/13/2024
SJP has issued notice on Impax’s management of the Sustainable & Responsible Equity Fund to take effect from February if unit holders ratify the decision at a meeting on 9 January.
12/13/2024
The firm says it will focus on the operation and development of its wealth management arm and assess “opportunities” as they arise.
12/12/2024
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
12/12/2024
This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.
12/12/2024
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
12/12/2024
RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.
12/12/2024
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions
12/11/2024
Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.
12/11/2024
Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.
12/10/2024
Head of institutional sales Frank Doyle will also exit the firm in March next year
12/10/2024
Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.
12/10/2024
Everything about the PUK's work remains highly confidential, even the publication date.
12/10/2024
Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .
12/10/2024
Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.