12/05/2024
Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients
12/05/2024
Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.
12/05/2024
The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.
12/05/2024
Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.
12/05/2024
Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.
12/04/2024
This is also a commitment to Switzerland as a business location.
12/04/2024
The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.
12/04/2024
He will remain based in Zurich.
12/04/2024
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
12/04/2024
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
12/03/2024
The Spanish insurer is set to adopt Blackrock's platform.
12/03/2024
Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-
12/03/2024
In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.
12/03/2024
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
12/03/2024
Wealth management mega-merger sees more jobs cut in hunt of savings.
12/03/2024
The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.
12/03/2024
What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.
12/03/2024
The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
12/03/2024
The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.
12/03/2024
Clients will receive some payment as assets are sold over the coming two years.