01/31/2024
The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.
01/31/2024
Closing in-house team as part of an ‘orderly transition’
01/31/2024
With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.
01/31/2024
In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.
01/31/2024
This marks the fourth new partnership in a month.
01/31/2024
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.
01/31/2024
The firm’s team of 14 will continue to be based at its Grove Farm headquarters.
01/30/2024
Sophia Whitbread's Brook Global Emerging Markets fund closed last year
01/30/2024
UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.
01/30/2024
The fund aims to “offer European wealth investors access to private equity opportunities focused on the transition to clean energy and sustainable industry,” said the communiqué.
01/30/2024
Outsourcing to external manager
01/30/2024
In the last five years, 84 per cent of high net worth applicants had to accept a lower LTV or put down a larger deposit to secure their preferred mortgage.
01/29/2024
A million dollars of short-term deposits differs from a million dollars invested actively through a discretionary mandate.
01/29/2024
This year's honourees have exemplified a dedication to excellence and a commitment to client satisfaction that distinguish them as industry leaders.
01/29/2024
Titan Wealth has an ambitious strategy for growth over the next 3 years, both in the UK and internationally.
01/29/2024
The Article 8 range will be led by Amadeo Alentorn and focus on ‘transformative, and often disruptive, megatrends’.
01/29/2024
This is the largest exposure in its private debt loan book and is widely believed to be linked to Signa, which filed for insolvency in November 2023.
01/29/2024
A strong final quarter on the stock exchanges led to a positive balance in the Swiss fund and asset management market for 2023 as a whole.
01/29/2024
She was one of five Chartered Financial Planners shortlisted for the award, which recognises professional standards and commitment.