12/15/2022
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
The deal further expands Fairstone’s nationwide coverage and takes total FUM under the group’s umbrella to more than £13bn.
12/15/2022
As part of the deal, nine advisers and staff will join Fairstone Group as well as more than 800 clients.
12/15/2022
Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.
12/15/2022
The head of global investments also discussed sustainable investing, arguing that many existing funds are too preoccupied with regulatory outcomes.
12/15/2022
The award was presented by Environmental Finance, which recognises the work of impact investors
12/15/2022
Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.
12/15/2022
The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore.
12/15/2022
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
12/15/2022
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects
12/14/2022
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
The success of the investments to date means an increase in the investment mandate to £500m is required to allow Barclays to continue existing efforts and support new investments.
12/14/2022
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
'Inherent business inefficiencies'
12/14/2022
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/14/2022
One in five AJ Bell customers