05/14/2024
Wealth management firm eyes rapid expansion
Financial advisers seek likeminded businesses in 10th anniversary year
05/14/2024
Financial advisers seek likeminded businesses in 10th anniversary year
05/14/2024
The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.
05/13/2024
Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.
05/13/2024
The proposed rights issue of up to CHF 100 million will be offered to all existing shareholders.
05/13/2024
As a result, as from such date, these instruments are subject to equity conversion (and no longer subject to write-down) upon the occurrence of a trigger event or a viability event.
05/13/2024
The fund will invest in short-term euro-denominated government or government-backed debt securities
05/10/2024
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
05/10/2024
The introduction of the solution comes following the reduction of the tax rate on surplus, from 35% to 25%.
05/10/2024
Private banking and asset management group heads to Capital Square
05/10/2024
Pulse, which was purchased by Iress in 2015, provides portfolio management services to UK private asset managers working with clients on a discretionary basis.
05/10/2024
The Swiss bank is looking to close the gap on US private banking rivals
05/10/2024
Wealth managers have their own forecasts over inflation trends for this year.
05/10/2024
The wealth giant has bought into Cooper Associates Group, parent company of partner firm Cooper Associates Wealth Management.
05/09/2024
The new strategy will have a lower investment minimum that will allow wealthy clients with smaller portfolios to access private equity.
05/09/2024
Assets under management in the global wealth management market are expected to grow to £118 trillion in 2027
05/09/2024
The group’s return on equity increased to 34.2%, and the net interest margin rose to 4.82%.
05/09/2024
Offset Rathbones’ positive wealth management inflows over the quarter
05/09/2024
Rathbones discretionary and managed net inflows for the quarter totalled £0.4 billion (Q1 2023: £0.4 billion).
05/09/2024
The longer-than-expected disinflationary process and increasing tensions in the Middle East undermined the equity and bond markets in April.
05/08/2024
This is partly due to negative market effects, but above all to outflows of 1.8 billion francs in International Trade & Transaction Banking