09/15/2023
St James’s Place/wealth management fees: new rules bring needed self- reflection
Could lower fees win more customers in the long term?
09/15/2023
Could lower fees win more customers in the long term?
09/15/2023
Royal London believes this decision is in the best interest of its clients, ensuring that the strategy and its portfolio managers can continue to access all parts of the global equity market.
09/15/2023
AUM up by 5% to £8.3bn
09/14/2023
Raiffeisen Group attracted 1.8 billion Swiss francs of new custody assets in the first half of the year.
09/14/2023
Company says it is ‘not in the business of buying and consolidating’
09/14/2023
The company confirmed there were outflows from the main bespoke service, though its decumulation product within this grew its assets by 50 per cent over the year.
09/14/2023
Natixis said that a sale is not on the agenda, but Citywire sources think it is likely.
09/14/2023
The financing will accelerate the construction of Verkor’s first gigafactory in Dunkirk and the manufacture of high performance low-carbon battery cells.
09/14/2023
The service has been designed so that advisers can maximise capital value in their business and realise it at a time of their choosing, either along the growth journey or when they ae ready to exit.
09/14/2023
Julius Baer's Italian asset management subsidiary is valued at 40 to 50 million euros, the report continues.
09/14/2023
Another data leak is causing embarrassment for Swiss banks.
09/14/2023
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/14/2023
The group made up of 219 individual institutions is preparing to make its mark in asset management, an area dominated by UBS and Credit Suisse.
09/14/2023
Some 23% say their clients have kept the same allocation to cash and just 2% say their clients have decreased their allocation.
09/13/2023
This will include renewable finance and energy transition financing as well as infrastructure financing globally.
09/13/2023
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.
09/13/2023
In the Credit Suisse Tower in Canary Wharf, the bank will vacate «a number of floors» as a result
09/12/2023
The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.
09/12/2023
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
The winners will be announced on 21 September 2023 at a ceremony in London.