08/29/2024
The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’
08/29/2024
The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.
08/28/2024
Since Hoxton’s inception in 2018 it has committed to being a more wealth tech-focused and less ‘pen, paper and pinstripes’ advisory model
08/28/2024
The BCGE Group’s front-office divisions are being restructured to strengthen their positioning vis-à-vis the Bank’s various client segments.
08/28/2024
A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.
08/28/2024
Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.
08/28/2024
The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.
08/28/2024
The abandoned AES Selekt A1 strategy was launched in 2007.
08/27/2024
Barclays announced plans in April to restructure its wealth business
08/27/2024
The bank group again increased its profit.
08/27/2024
He received several awards for his ability to create an emotional connection to what are often considered «dry» financial products.
08/27/2024
Big banks have traditionally shunned the mass affluent
08/27/2024
After an unrepeatable 2023, the operating result falls by 16.0% and reaches 85.7 million, still double that of 2022.
08/27/2024
Malik is based in the gate building of the Dubai International Financial Centre.
08/27/2024
St James’s Place also announced it had taken in £1.9bn in new client money over the period, above the £1.3bn expected by analysts.
08/27/2024
Two advice firms have created joint DFM ventures with MPS provider Tatton, with all parties benefiting from discretionary management fees.
08/27/2024
Against this backdrop, he expects that in a few years there will be only about 60 wealth management banks, as he further notes in the interview with finews.tv.
08/27/2024
Could this be the start of a whole new era of consolidation?
08/27/2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/23/2024
In its 25th year of existence, Swiss Prime Site (SPS), which is present in Zurich with properties like the Prime Tower and the Jelmoli building, has delivered a solid result.