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.
05/14/2024
Private banking group recruits trio of senior bankers to lead new initiative.
05/14/2024
Wille Finance has provided compliance-outsourcing provider SwissComply with new capital the latter can use to make targeted acquisitions.
05/14/2024
Financial advisers seek likeminded businesses in 10th anniversary year
05/14/2024
The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.
05/13/2024
Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.
05/13/2024
The proposed rights issue of up to CHF 100 million will be offered to all existing shareholders.
05/13/2024
As a result, as from such date, these instruments are subject to equity conversion (and no longer subject to write-down) upon the occurrence of a trigger event or a viability event.
05/13/2024
The fund will invest in short-term euro-denominated government or government-backed debt securities
05/10/2024
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
05/10/2024
The introduction of the solution comes following the reduction of the tax rate on surplus, from 35% to 25%.
05/10/2024
Private banking and asset management group heads to Capital Square
05/10/2024
Pulse, which was purchased by Iress in 2015, provides portfolio management services to UK private asset managers working with clients on a discretionary basis.