04/22/2024
The UK wealth market is a competitive industry, but thanks to Julius Baer’s focus on pure wealth management and highly personalised service, the firm is poised to grow its regional footprint further.
04/22/2024
The deal marks a significant milestone in Ludlow Trust’s growth.
04/19/2024
Banking is becoming increasingly digitalised and also easier for many.
04/19/2024
How we decide where to invest our clients’ money – and how it’s working out.
04/19/2024
The Swedish private equity group is preparing several products for the segment and expects it to make up 15% to 20% of the overall fundraisings over time.
04/19/2024
The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index
04/18/2024
During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.
04/18/2024
The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.
04/18/2024
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
04/17/2024
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
04/17/2024
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
The new Fund uses the same investment process
04/16/2024
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.