05/03/2023
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
05/03/2023
Although EM assets have struggled since the start of the COVID-19 pandemic, underperforming relative to their developed market counterparts, emerging economies, especially those in Asia, significantly outgrew developed economies over the last decades.
05/03/2023
Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
05/03/2023
Following demand from its private client and financial intermediary customers
05/03/2023
Global Multi-Asset range will have a maximum cap of 0.22%
05/03/2023
The International MPS strategies feature a blend of best-of-breed actively managed and passive funds.
05/03/2023
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter 2023.
05/02/2023
Roles visible on the Credit Suisse website include wealth management relationship managers and a Swiss franc fixed income portfolio manager.
05/02/2023
Asset manager pushes beyond 5% position in Swiss group, according to most recent filing.
05/02/2023
The LTAF is a new category of open-ended funds, designed to invest in long-term, less-liquid assets
05/02/2023
Profit before tax rose by $8.7bn to $12.9bn.
05/02/2023
Both asset managers decided to exit the US bank following the fallout from the collapse of Silicon Valley Bank.
05/02/2023
Schroders has relaunched its multi-asset Tactical portfolio range, capping charges at 0.22% in a bid to win client money from a popular market.
05/02/2023
The PAM Awards are among the most respected in the UK wealth management industry, and this marks our fourth win in five years.
05/02/2023
SIX Exchange Regulation AG has approved this exception of the maintenance obligations and thus the deferral of the publication of the Annual Report 2022 of GAM Holding AG as well as the submission of this report to SIX Exchange Regulation AG by no later t
05/02/2023
Geneva-based Banque Cramer benefited from its expansion and acquisition policy in 2022.
05/02/2023
The maximum buy-back volume per day according to art. 123 (1) (c) of the Financial Market Infrastructure Ordinance (FMIO) amounts to 414,261 shares.
05/02/2023
Clients heard examples of the latest types of investment scams, including crypto-related schemes, and tips on how to avoid them at our latest online fraud event.
05/02/2023
“We empathize with the frustration and disruption this can cause, and it goes against our core values and principles.”
04/28/2023
This was a fabulous opportunity to show that across the generations, entrepreneurs with different personalities