05/08/2024
Deutsche Bank’s DWS inflated client asset inflows by billions of euros
Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years
05/08/2024
Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years
05/08/2024
This recognition reflects our leading M&A advisory activity in the EMEA region.
05/08/2024
The Swiss bank is increasingly focusing on ultra-rich clients and selling businesses that do not fit this strategy, such as its domestic private bank in Germany.
05/07/2024
UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track
05/07/2024
Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn
05/07/2024
There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.
05/03/2024
Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.
05/03/2024
US asset manager also announces deal for NBK Capital Partners
05/03/2024
The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .
05/03/2024
In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.
05/03/2024
Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.
05/03/2024
The possible savings apparently also affect the personnel, including those who have previously worked for the CS rear service in Switzerland.
05/03/2024
As per today’s closing date, Kairos has been deconsolidated from Julius Baer Group.
05/02/2024
This was primarily driven by a significant increase in the price of physical gold. Concurrently, the market’s anticipation of potential rate cuts has continued to diminish.
05/02/2024
abrdn and FNZ have formed a strategic partnership to develop a multi-distributor, open architecture digital wealth platform in Asia
05/02/2024
Its approach is personalised investment management with high levels of service, where investment strategies are tailored to individual client needs.
05/02/2024
The German private bank's new Asia head outlines the challenges of covering the market amid industry-wide cost-cutting and revenue contractions, and how he plans to focus on single-family offices.
05/02/2024
he former head of CIC Bank has also taken over as the new CEO - and an ex-Finma employee is joining the board of directors.
05/02/2024
A reconciliation of restructuring and other items
05/02/2024
Flavio Castello Branco has spent over 40 years working in finance, including a stint at Credit Suisse.