09/14/2023
The service has been designed so that advisers can maximise capital value in their business and realise it at a time of their choosing, either along the growth journey or when they ae ready to exit.
09/14/2023
Julius Baer's Italian asset management subsidiary is valued at 40 to 50 million euros, the report continues.
09/14/2023
Another data leak is causing embarrassment for Swiss banks.
09/14/2023
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/14/2023
The group made up of 219 individual institutions is preparing to make its mark in asset management, an area dominated by UBS and Credit Suisse.
09/14/2023
Some 23% say their clients have kept the same allocation to cash and just 2% say their clients have decreased their allocation.
09/13/2023
This will include renewable finance and energy transition financing as well as infrastructure financing globally.
09/13/2023
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.
09/13/2023
In the Credit Suisse Tower in Canary Wharf, the bank will vacate «a number of floors» as a result
09/12/2023
The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.
09/12/2023
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
The winners will be announced on 21 September 2023 at a ceremony in London.
09/12/2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/12/2023
This rebrand marks a major milestone in the Group’s growth journey in France, uniting and streamlining its French operations under a single global identity.
09/12/2023
They will cover Swiss franc bond and money market funds, institutional mandates and bond investments of the Swiss Life balance sheet.
09/12/2023
Total client assets of the group and its associate rose by 2.7 per cent to £15.3bn, up from £14.9bn.
09/12/2023
Rickenbacher said that while a shift in external conditions could improve client confidence, so far some uncertainties remained.
09/12/2023
A holding company for the onetime banker’s investments — including London-based JAR — owed about £8.8 million (RM51.45 million) to unsecured creditors through late April, the filings show.
09/12/2023
Revenue rose by 2.7% to GBP111.2 million from GBP108.2 million, benefiting from both organic growth and acquisitions.
09/11/2023
They accused the company of not “evolving quickly enough” and said any new leader needs to be very “pro change”.