02/02/2024
The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.
02/02/2024
The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.
02/02/2024
Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.
02/02/2024
But it is not a permanent step – and the bank wants to put a stop to internal appointments.
02/02/2024
“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”
02/01/2024
Through this work, the Impact Investing Institute hopes to accelerate the participation of wealthy families in the impact investing field.
02/01/2024
The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.
02/01/2024
This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.
02/01/2024
In this challenging environment, SZKB achieved a very pleasing annual result for 2023.
02/01/2024
Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.
02/01/2024
Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.
02/01/2024
The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.
02/01/2024
This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.
02/01/2024
Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.
02/01/2024
Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense
01/31/2024
The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.
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.