02/09/2023
With over 20 years’ experience delivering consistently for clients across the globe, Freddy is an expert in working with ultra-high-net-worth families and attuning solutions to meet the needs of the people behind the family office.
02/09/2023
In line with previous years, the Bank is renewing its distribution policy for a period of 5 years with a raised objective, i.e. a dividend of between CHF 3.80 and CHF 4.20 per share.
02/09/2023
The new fund will be managed by Nick Henderson and aims to deliver a sustainable income through a portfolio of 30-50 stocks.
02/09/2023
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
02/09/2023
The DFM service is available for clients looking to invest at least £500,000.
02/08/2023
This is the first time that an annual outflow has been recorded, with the next lowest sales total coming in 2008 during the Global Financial Crisis at £4.2 billion.
02/08/2023
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.
02/08/2023
Deal will expand the firm’s professional services presence in the North of England
02/08/2023
Wealth Management business in particular continued to perform well. In the current uncertain environment, wealth management clients displayed a preference for quality and expertise that benefited Vontobel.
02/08/2023
The acquisition of Edinburgh-based Murray Asset Managements adds 20 staff to Investec W&I's Scottish division.
02/08/2023
Change in investor sentiment
02/08/2023
Earlier, there had been reports of the postponement of bonus talks among employees of the investment bank at the managing director and director levels.
02/07/2023
The company announced a 6 per cent increase in interim dividend of 8.8p per share, up from 8.3p in the first half of the year.
02/07/2023
REVEALED: Chris Field is no longer managing Liontrust UK Focus, after the fund has been hit with nearly £1bn of outflows over three years.
02/07/2023
In addition, several rules have been changed with the apparent intention of striking a balance between cuts and incentives to stay with the bank.
02/07/2023
The Board examined the Group’s results for the fourth quarter 2022
02/06/2023
The aim of the campaign is to generate brand visibility and awareness in Julius Baer’s key markets, providing the frame to all promotional activities that shape the perception of the Group as a personal, forward-thinking, and trusted wealth manager.
02/06/2023
The dividend would be paid on 31 May 2023 with an ex-dividend date on 29 May 2023.
02/03/2023
The award shines a spotlight on early-stage, women-led companies who are breaking boundaries in the world of financial and enterprise technology
02/03/2023
UBS has announced that for the eighth consecutive year, the firm has been included in the 2023 Bloomberg Gender-Equality Index