03/12/2024
It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.
03/12/2024
Thiam was elected leader of the Democratic Party of Ivory Coast (PDCI) last December.
03/12/2024
The profit generated of 58.3 million francs is supported by positive developments in the interest business.
03/12/2024
Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.
03/12/2024
Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.
03/11/2024
In the 2023 financial year, financial markets were characterised by persistent geopolitical uncertainties, as well as inflationary and other economic trends that were difficult to forecast.
03/11/2024
But the map holds out other international revelations for the cold-calling UHNW banker, even though they are more than likely a dying breed.
03/11/2024
German private customers are eligible for a minimum investment of 60,000 euros.
03/11/2024
The St James’s Place investor sees bright spots for the UK’s largest advice firm despite its ongoing advice review.
03/11/2024
The employability day was designed to give local young adults the skills required to step on to the employment ladder.
03/11/2024
The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.
03/11/2024
Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.
03/08/2024
The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.
03/08/2024
The company says the integration will eventually allow clients and staff to access a wider range of specialisms
03/08/2024
The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.
03/08/2024
This economic cycle is opening up new venues for value creation.
03/08/2024
Vincent Ijaouane has launched Vigama Capital.
03/07/2024
"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"
03/07/2024
The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.
03/07/2024
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.