07/18/2024
More than eight in ten say their company will invest further in new solutions with high quality estimates of key asset classes’ future performance over the next three years, study finds
07/18/2024
The results of the first half of the year confirm that we have set the right course for the future with our investments.
07/18/2024
This year, in 2024, nearly 30 per cent of family offices plan to invest more into private equity.
07/18/2024
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
07/18/2024
Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.
07/18/2024
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
Marina Viergutz, Susanne Reinhard join Opel family’s GVO
07/17/2024
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
The tie-up between special situation investment firm Youngtimers and Hong Kong billionaire Adrian Cheng’s C Capital is set to allow the latter to be listed on the Swiss Stock Exchange.
07/16/2024
With the completion of the acquisition, Absalon’s Global High Yield and Emerging Market Corporate Debt strategies become part of Impax’s fixed income range, with funds available on Impax’s Irish-based UCITS platform.
07/16/2024
Private equity house Oaktree Capital Management is rumoured to be in talks to buy Close Brothers Asset Management.
07/16/2024
Sébastien Gentizon talks through his team’s strategy and how its high-conviction approach feeds into the Swiss bank’s wider thinking.
07/16/2024
With a market cap of around CHF 2.5bn, the strategy is now one of the five largest listed real estate funds in Switzerland.
07/16/2024
Company hopes integration will enable it to pool its strengths and become more efficient.
07/16/2024
The experience of wealth management professionals varies between the UK and the other markets included in the survey.