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.
03/21/2025
Net flows, over the same period, were the third highest ever reported by the business.
03/21/2025
Together, they developed a core investment strategy centered on Cashflow Driven Investment (CDI) assets, which can actively adapt to a changing investment environment.
03/20/2025
In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.
03/20/2025
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.
03/19/2025
As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.