05/17/2024
Lombard Odier supports entrepreneurs and their families from generation to generation with a comprehensive and tailored approach to wealth management, wealth planning and asset management.
05/17/2024
The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.
05/17/2024
Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.
05/16/2024
The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.
05/16/2024
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
The bank also wants to open a representative office in the same building.
05/16/2024
Slavica Malic is said to have received more than £700 million from her 2009 divorce settlement
05/16/2024
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.
05/16/2024
The unit is undergoing streamlining, cost reductions.
05/16/2024
Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.
05/15/2024
The investment manager will increasingly focus internationally in the future.
05/15/2024
The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.
05/15/2024
In order to further expand its market share in the indifferent business, BLKB will create the new Wealth Management division on October 1, 2024.
05/15/2024
ARC finds that the typical client at a wealth manager would effectively have lost 15% of their wealth since a peak in 2021.
05/15/2024
In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.
05/14/2024
The focus is on customers in the Greek market
05/14/2024
Group operating income in Q1 increased 9.5% to £178.0 million (Q1 2023: £162.5 million) with growth across all three business segments.