09/03/2024
Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.
09/03/2024
By the time those grandchildren have kids, 90 per cent of that family fortune will be gone.
09/03/2024
The product aims to overcome the key challenges faced by wealth managers in accessing private markets.
09/03/2024
A fresh location in Winchester is opened by Close Brothers Asset Management.
09/03/2024
Managing director of Rosemount Asset Management, Raymond Pirrie, added: “We want to grow and advance in the right way.
09/02/2024
The news follows Tavistock’s termination of its partnership with Titan last month
09/02/2024
This is a historical milestone for the Swiss financial giant as it has placed a divisional president in Asia for the first time ever.
09/02/2024
The award salutes the bank’s wide range of products and services that meet international standards.
08/30/2024
Following a strong performance in 2023, One Swiss reported a decline in net profit for the first half of the year.
08/30/2024
Despite the trend of diversifying booking centers, nearly half of high-net-worth individuals still keep all their assets in a single country
08/30/2024
It offers a range of financial planning services including pensions, investments, family wealth planning, corporate investment, IHT planning and other bespoke requirements.
08/30/2024
The Pictet Group's total equity and total capital ratio remained strong.
08/30/2024
The AAA rating for Zürcher Kantonalbank was confirmed again
08/30/2024
These initiatives mark expansions in response to growing institutional interest in the private credit market.
08/30/2024
The impairment charge was linked to the wealth firm’s purchase of Cambridge-based NW Brown and attributed to a ‘fall in assets under management’.
08/30/2024
The wealth manager has appointed Centrick Invest to its panel as a property partner after “significant due diligence”.
08/30/2024
This lack of confidence is not necessarily tied to a lack of ability, as women who do invest generally see better returns than men.
08/29/2024
As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.
08/29/2024
Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector