01/28/2021
Fourth quarter new business inflows and funds under management update
St. James's Place reports robust fourth quarter flows and record funds under management
01/28/2021
St. James's Place reports robust fourth quarter flows and record funds under management
01/28/2021
Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.
01/28/2021
Thomas Gottstein, chief executive officer of Credit Suisse, was speaking at the Future Investment Initiative, in Riyadh
01/28/2021
Philanthropy plays an important role in defining purpose
01/28/2021
The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.
01/28/2021
The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.
01/27/2021
It was following this last meeting that AFFO and the AIFO decided to jointly create a federation to bring together the existing family office associations of each country, with over 50 family offices as members.
01/27/2021
Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter
01/27/2021
On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.
01/27/2021
The outlook said the markets are pricing in that the health crisis can be solved.
01/27/2021
He predicted that more people would come back to offices to work, but with flexibility to work from home.
01/27/2021
CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.
01/27/2021
Vintage Wealth Management has acquired Surrey-based Corfe Wealth Management, an appointed representative of advice network Beaufort Financial.
01/27/2021
Private German bank reports record profits and plans to broaden footprint in Frankfurt
01/26/2021
The GAM Private Labelling business provides fund solutions focused on structuring, legal set-up, fund administration arrangements and management company services.
01/26/2021
“We are delighted to be working with Redmill Advance to provide an effective and flexible way for individuals to learn, giving them the best opportunity for exam success.”
01/26/2021
The data found that income managers struggled to beat the index, primarily as a result of their inherent value style bias, while North American managers were flat compared to the broader index.
01/26/2021
The agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM).
01/26/2021
As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.
01/26/2021
It is this broad-based strength that has allowed us to stand by our clients, our team and those in need throughout the pandemic.