07/04/2024
The Acquisition encompasses Lombard International’s leading European business. Lombard International will become a part of Utmost International, the international life assurance business of Utmost Group.
07/04/2024
The partnership will have a particular focus on communities at the forefront of biodiversity loss and climate change.
07/04/2024
The dynamic demands of ultra-high-net-worth individuals (UHNWIs) have also been evolving over the last decade.
07/03/2024
The decision was made by the board of directors of Compenswiss last December.
07/03/2024
This transaction aligns with the LLB Group’s strategy and will see it increase its business volume by around CHF 3 billion.
07/03/2024
Pollen Street’s takeover of the AIM-listed advice and wealth
07/03/2024
The survey revealed 88% of wealth managers and financial advisers believe UK retail investors will increase allocations to the asset class in the next six months.
07/03/2024
Best Bank in Cyprus for 2024 in Private Banking
07/03/2024
PIMFA argues that a case fee of £250 for CMCs and Professional Representatives does not act as a disincentive to bring forward targeted block cases against firms that have little chance of success.
07/02/2024
Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks
07/02/2024
The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.
07/02/2024
With an outstanding result for EV Digital Invest Assets Management AG: it was one of only 10 wealth managers to receive the highest rating of 5 stars.
07/02/2024
“Our expansion into Cyprus allows us to navigate the post-Brexit landscape more effectively, ensuring seamless service continuity for our international clients.”
07/01/2024
The flagship fund's managers say tight credit spreads mean little yield is being given up to adopt a more defensive stance in the face of increased risks to bond markets.
07/01/2024
Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market
07/01/2024
Revenue: UK£86.2m (down 41% from FY 2022).
07/01/2024
This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.
07/01/2024
The merger of the Swiss entities facilitates the migration of clients and operations from Credit Suisse (Schweiz) AG to the UBS platform, following business, client- and product-specific requirements.
07/01/2024
In response, it has launched ‘Invesco Intelligence Plus’, a comprehensive platform for the modern adviser focusing on soft skills, practice management and investment skills
07/01/2024
The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.