12/05/2024
The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.
12/05/2024
Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.
12/05/2024
Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.
12/04/2024
This is also a commitment to Switzerland as a business location.
12/04/2024
The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.
12/04/2024
He will remain based in Zurich.
12/04/2024
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
12/04/2024
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
12/03/2024
The Spanish insurer is set to adopt Blackrock's platform.
12/03/2024
Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-
12/03/2024
In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.
12/03/2024
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
12/03/2024
Wealth management mega-merger sees more jobs cut in hunt of savings.
12/03/2024
The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.
12/03/2024
What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.
12/03/2024
The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
12/03/2024
The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.
12/03/2024
Clients will receive some payment as assets are sold over the coming two years.
12/03/2024
For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.
12/03/2024
All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.