01/31/2024
Evelyn Partners delivered record inflows, AUMA and operating income in 2023
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.
01/31/2024
The firm’s team of 14 will continue to be based at its Grove Farm headquarters.
01/30/2024
Sophia Whitbread's Brook Global Emerging Markets fund closed last year
01/30/2024
UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.
01/30/2024
The fund aims to “offer European wealth investors access to private equity opportunities focused on the transition to clean energy and sustainable industry,” said the communiqué.
01/30/2024
Outsourcing to external manager
01/30/2024
In the last five years, 84 per cent of high net worth applicants had to accept a lower LTV or put down a larger deposit to secure their preferred mortgage.
01/29/2024
A million dollars of short-term deposits differs from a million dollars invested actively through a discretionary mandate.
01/29/2024
This year's honourees have exemplified a dedication to excellence and a commitment to client satisfaction that distinguish them as industry leaders.
01/29/2024
Titan Wealth has an ambitious strategy for growth over the next 3 years, both in the UK and internationally.
01/29/2024
The Article 8 range will be led by Amadeo Alentorn and focus on ‘transformative, and often disruptive, megatrends’.
01/29/2024
This is the largest exposure in its private debt loan book and is widely believed to be linked to Signa, which filed for insolvency in November 2023.
01/29/2024
A strong final quarter on the stock exchanges led to a positive balance in the Swiss fund and asset management market for 2023 as a whole.
01/29/2024
She was one of five Chartered Financial Planners shortlisted for the award, which recognises professional standards and commitment.
01/29/2024
UniCredit becomes the first bank in Italy to offer the ACT Equity ELTIF and one of the first in Europe to provide its clients with investment solutions according the new ELTIF 2.0 directive
01/29/2024
The bankruptcy proceedings for the various Signa companies are progressing.
01/26/2024
Reading between the lines, that is likely to be the Signa business empire founded by Austrian investor René Benko.
01/26/2024
Northern Trust Asset Management had $31.7bn in assets under management in quantitative strategies as of 30 September 2023, out of a total $1.09 trillion.
01/26/2024
The report shows that a significant proportion of this investment into the UK would not have occurred if these funds were domiciled elsewhere.