10/28/2024
The company has been developing the service for a two-year period, and announced in the spring that the launch would take place this fall. But now this is delayed until the beginning of next year.
10/28/2024
Odey Wealth Management’s registered address was also changed to Evelyn Partner’s office from the temporary office that Odey AM had occupied after it departed its Grosvenor Square headquarters last year.
10/28/2024
Stonehage Fleming’s clients include the descendants of the famous spy’s creator. But the wealth manager’s UK chair says it eschews glamour in favour of the fundamentals
10/25/2024
Financial institutions must move away from standardized products and towards personalized services in order to continuously and proactively support investors in achieving their individual goals.
10/25/2024
The migration of clients from Credit Suisse to UBS should take another 18 months
10/25/2024
The rating assessment reflects EFG's progress in areas such as capitalization and profitability.
10/25/2024
For the entire 2024 financial year, LUKB expects a consolidated profit "at the upper end" of the profit forecast, which was increased to CHF 270 to 285 million in June 2024.
10/25/2024
In April 2023, a Zug-based private equity boutique Quaestor Coach acquired a stake in GMG Asset Management.
10/25/2024
Anders Lindegaard will offer wealth management services to athletes, after ending a twenty-year career in professional football.
10/25/2024
These clients now have access to dedicated services, a wide range of financial products, and high-level investment expertise through a new team of personal bankers.
10/25/2024
The investment consultancy, whose clients include SJP, is being sold to insurance brokerage Arthur J Gallagher.
10/24/2024
This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.
10/24/2024
The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.
10/24/2024
Seismic waves impacting leading financial centres
10/24/2024
September marked the first month since January that multi-asset funds in the UK posted net inflows
10/24/2024
This provides a crucial benchmark for evaluating the carbon intensity of investment portfolios and the transition risks carbon-heavy sectors pose.
10/24/2024
The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.
10/24/2024
Former Apfa board members Gary Bottriell and Lord Deben were elected to the merged trade association’s board as member and chairperson, respectively, and are still in position.
10/24/2024
The alts giant partners with the Swiss firm to distribute its private equity fund targeting wealthy investors.
10/23/2024
Post-tax profit was € 1.7 billion, up 39% year on year, or € 1.3 billion excluding the Postbank litigation release, up 8%, compared to post-tax profit of € 1.2 billion in the prior year quarter.