08/08/2023
It found that many Millennials and Generation Z do not have a relationship with the adviser who currently manages the assets they stand to inherit and that this poses a "significant challenge" to advisers.
08/08/2023
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
08/07/2023
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Dark Star, set up by ex-JPMorgan wealth managers three years ago, also plans to ‘broaden’ its investment offering with UK Oeic launch.
08/07/2023
Allowing clients to access US tax preparation and advice
08/07/2023
Year-on-year since H1 2022, client numbers were up 13 percent.
08/04/2023
Robust performance in a more challenging environment
08/04/2023
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan
08/04/2023
Low cost of risk at 12 basis points in Q2 23, with limited defaults and a level of provisions for performing loans of EUR 3.7 billion at end-June 2023
08/04/2023
New deadline of 23 August
08/04/2023
On average, a relationship manager manages several hundred million francs in client assets
08/04/2023
The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.
08/04/2023
Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders
08/04/2023
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/03/2023
Fund Management Services saw net outflows of CHF 6.9 billion, partially offset by net positive market and foreign exchange movements of CHF 1.2 billion.
08/03/2023
The Piedmont-based financial institution has begun due diligence on Kairos' accounts, with the work expected to take several weeks with completion slated for September, according to sources close to the matter.
08/03/2023
The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016
08/02/2023
Depending on how things play out, even the Swiss public could suffer.
08/02/2023
The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.