11/17/2023
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
After largely avoiding heavy penalties over the last few years, Oxford Risk has warned the wealth sector could see a sharp rise in fines following the introduction of consumer duty.
11/17/2023
The UK boutique has reduced its allocation to the Swiss asset manager in the wake of NewGAMe’s deal.
11/16/2023
In the first ten months of 2023, EFG delivered net profit in excess of CHF 240 million.
11/16/2023
The £3.8m equates to around 7% of the total £52.8m in fines imposed by the FCA in the year to date.
11/16/2023
Pressure from failed GAM deal and its UK equity bias have hurt Liontrust, with losses amounting to £10m in six months.
11/16/2023
All national Baloise companies contributed to the growth, both in local currency terms and in Swiss francs.
11/16/2023
The Board of Directors of CREALOGIX unanimously recommends that shareholders accept the offer.
11/16/2023
Third parties such as financial advisors, financial planners, trustees, multi-family offices and similar service providers can now also offer and operate a wealth office to their customers.
11/16/2023
In a quarterly trading update, Close Brothers shared that it is looking to make acquisitions and hire more staff to drive growth.
11/15/2023
There is a direct correlation between engagement and profitability.
11/15/2023
Investors with greater exposure to equities struggled in the third quarter, but performed more strongly than those relying on fixed-income for 2023 as a whole
11/15/2023
The confidential information related to Russian bank clients that leaked in a hack last September is having broader implications.
11/15/2023
Performance Share Plan query
11/15/2023
The thematic equity fund covers diagnostics and treatment for obesity-related diseases, nutrition and physical activity companies.
11/15/2023
A dose of realism is required when dealing with products with ambitious environmental goals, according to Mikaël Safrana.
11/15/2023
“We have 3,000 IT applications from Credit Suisse and we will keep 300,” the Bloomberg agency quoted the bank boss as saying. This will allow UBS to create clarity around the IT platform.
11/15/2023
Our response is to intensify our efforts in areas in which we can compete for market leadership, delivering best-in-class service to our clients
11/14/2023
The FCA’s latest expectations and priorities
11/14/2023
Introducing the finalists for the International Private Bank of the Year Award, in association with Blackstone