04/11/2024
The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.
04/11/2024
Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.
04/11/2024
The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.
04/11/2024
In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.
04/11/2024
Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.
04/11/2024
Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.
04/10/2024
The company, which is based near York, will cater to the financial needs of business leaders, landowners, and high net worth clients.
04/10/2024
Debt extended for purchases of partner firms’ client books shows extent of key scheme in wealth manager’s model
04/10/2024
To meet the increased demand and deliver the personalised service expected, the bank grew the number of employees by almost a quarter (23%) to 154.
04/10/2024
As a result of these substantial inflows, Mercia has begun the new financial year in a strong position.
04/10/2024
Laserfiche enables organisations to digitalise their business processes and manage their files effectively
04/10/2024
Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.
04/10/2024
That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.
04/09/2024
Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential
04/09/2024
Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.
04/09/2024
The big bank is stubbornly defending itself against this – as is currently the case in Singapore.
04/09/2024
After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.
04/09/2024
According to the survey, the average pension contribution for HNWIs was £35,400
04/09/2024
Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.
04/09/2024
Plus: Santander UK withdrawing from Lending Standards Board, and more