08/16/2024
Fixed-rate bonds have emerged as a favoured choice, offering reliable returns and a safeguard against market volatility.
08/16/2024
The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.
08/16/2024
Aspen founder Andrew Spence aims to combat the industry’s ‘lack of imagination’ by offering a digital experience with a wide range of portfolios with the help of strategic partner FNZ.
08/16/2024
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
08/16/2024
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/15/2024
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
08/15/2024
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).
08/15/2024
Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.
08/15/2024
The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.
08/14/2024
Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.
08/14/2024
UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress
08/14/2024
The continued strong growth is reflected in operating expenses