10/17/2024
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/17/2024
At the same time, the planned merger will expand the revenue base and lay the foundation for additional growth.
10/17/2024
The asset management industry is under pressure.
10/17/2024
Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.
10/17/2024
The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.
10/17/2024
Active fund manager hit by economic and political uncertainty ahead of Budget
10/16/2024
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.
10/16/2024
One of his conclusions will particularly please Swiss private banks.
10/16/2024
It’s only right that in time, attention will turn to consumer support
10/16/2024
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Hong Kong and Singapore are the world’s rising wealth centres
10/15/2024
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.
10/15/2024
Dominique Gerster brings more than two decades of experience in corporate communications.
10/14/2024
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.
10/14/2024
Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.
10/14/2024
The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.
10/14/2024
A family bank in Lugano has been expanding in big steps for some time.