08/01/2024
The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.
08/01/2024
Excluding specific items, underlying net income for Credit Agricole Group amounted to €4,389m in H1 2024, up 11.4% compared to H1 2023.
08/01/2024
Managers of private market funds are intensively courting wealthy individuals. A report from Preqin shows strong growth in investment from German family offices.
07/31/2024
It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.
07/31/2024
The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders
07/31/2024
Loïc Voide talks hiring, cost-cutting, inflows and the need for quality over quantity from financial intermediaries.
07/31/2024
Bank Avera has reported very good results for the first half of 2024
07/31/2024
We are confident that we have the right strategy and model to grow revenue
07/31/2024
Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals
07/31/2024
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/30/2024
Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.
07/30/2024
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
The net profit from interest business also contributed to this.
07/30/2024
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
Central banks and public institutions increased their global gold holdings by 183 tonnes
07/30/2024
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.