11/06/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a client-to-custody strategy.
11/06/2023
The programme combines the deep asset class expertise and leading investment management capabilities of its members
11/06/2023
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
11/06/2023
The bank faced charges of over $160 million in the High Court that it had made misrepresentations related to sales of subprime securities.
11/06/2023
This information emerges from the latest EY ITEM Club Outlook for Financial Services.
11/06/2023
Sergio Ermotti pointed his finger squarely at the cantonal banks not long ago.
11/06/2023
LGT Crestone is on the hunt for a family office specialist, and is planning to offer mortgage lending against mansions to cater to prospective clients.
11/03/2023
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
11/03/2023
As it aims to reach £3bn in funds under management by April 2033
11/03/2023
When it comes to the results for the third quarter of 2023, the waves are likely to be less high.
11/03/2023
Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.
11/03/2023
Many large banks have typically been slow to pass on rate rises to savers and haven’t been doing so in full.
11/03/2023
The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.
11/03/2023
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent.
11/02/2023
The awards are back in Switzerland but who will come away with the big prizes?
11/02/2023
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts.
11/02/2023
Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.
11/02/2023
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
11/02/2023
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.