03/26/2025
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
03/26/2025
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
03/26/2025
The high-conviction strategy will target dividends and options as dual income sources.
03/26/2025
UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.
03/26/2025
The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.
03/25/2025
The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.
03/25/2025
The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.
03/25/2025
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.
03/25/2025
ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.
03/24/2025
With continued investment, China is poised to lead the future of technology-driven, resilient, and sustainable supply chains, Elhedery says
03/24/2025
The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.
03/24/2025
He also serves as vice president of the digital committee at Assogestioni, Italy’s asset management association, where he contributes to shaping the industry’s digital evolution.
03/24/2025
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
03/24/2025
Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.
03/24/2025
Fintech wealth firm Cadro, set up by former LGT Wealth partners Nataša Williams and Jordan Buck, aims to overturn transparency problems within wealth management.
03/21/2025
Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.
03/21/2025
Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.
03/21/2025
From 15 fund categories there could only be five winners - and only one overall best asset manager.
03/21/2025
RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.