11/25/2022
The loss of client money marks a major setback for Credit Suisse as executives seek to put the lender back on course with a sweeping overhaul that places a greater focus on private banking.
11/25/2022
Curtis Banks chairman could receive £3m if he sells the business by 2024.
11/25/2022
Malcolm Ferguson believes start-ups are less vulnerable to the UK’s gloomy economic outlook.
11/25/2022
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40
11/24/2022
Numerous small investors who thought they were being particularly clever over the past two months eagerly buying shares in beleaguered Credit Suisse are now feeling the pain.
11/24/2022
Key themes from the Chief Investment Office: Resilience versus Recession
11/24/2022
Assets under management and advice were £31.7 billion as at 30 September 2022, a decrease of 5.5% over the financial year
11/24/2022
This provides the bank’s client base with access to investment opportunities in privately-owned scaleup and early-stage businesses, as part of BGF’s nationwide platform.
11/24/2022
Inflation and interest rates will decline from current decade highs.
11/24/2022
LGT Bank was ranked “summa cum laude” and retained its spot among the top ten best wealth managers in Ger- man-speaking countries.
11/23/2022
Against this backdrop, fixed income assets are likely to offer attractive opportunities for investors, while equity performance is seen staying muted, at least in the first half of the year.
11/23/2022
Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions.
11/23/2022
These decisive measures are expected to result in a radical restructuring of the Investment Bank, an accelerated cost transformation, and strengthened and reallocated capital, each of which are progressing at pace.
11/23/2022
Luna Investment Management (Luna) first signed with Third Financial on a short-term basis in April 2020 and has now committed to a further five years of partnership.
11/23/2022
Santander Wealth Management & Insurance also advises a cautious approach for equities, until earnings' review are completed
11/23/2022
The Swiss bank sees opportunities in equipment suppliers with large backlogs, semiconductor makers and firms exposed to electrification and connectivity trends.
11/22/2022
De Sanctis highlights Saudi Arabia, Indonesia as key markets
11/22/2022
But while this Autumn Statement was intended to allay concerns of both capital markets and voters, the wider public was more focused on tax increases.
11/22/2022
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
Revenue rose to GBP15.9 million from GBP13.8 million.