11/18/2024
What’s happening with UBS and Credit Suisse’s legacy mutual funds
The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.
11/18/2024
The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.
11/18/2024
Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.
11/18/2024
Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum
11/15/2024
Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.
11/15/2024
Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.
11/15/2024
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/15/2024
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
11/14/2024
During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.
11/14/2024
This time at the Professional Adviser Women in Financial Advice Awards.
11/14/2024
The financial industry is almost obsessed with measuring itself in rankings.
11/14/2024
The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.
11/14/2024
The UK continues to rank among the most alluring places in the world for international businesspeople.
11/14/2024
Machine learning increasingly gaining in private-wealth sector
11/14/2024
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/14/2024
The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.
11/14/2024
Harry Sevier will launch Lulworth Investment Management at the end of the year.
11/14/2024
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
11/13/2024
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.