11/14/2024
Ex-Ruffer top 30 star launches wealth firm
Harry Sevier will launch Lulworth Investment Management at the end of the year.
11/14/2024
Harry Sevier will launch Lulworth Investment Management at the end of the year.
11/14/2024
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
11/13/2024
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.
11/13/2024
The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.
11/13/2024
Group revenue increased by 23.7% in the six months to 30 September 2024
11/13/2024
Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
11/13/2024
The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.
11/13/2024
The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.
11/12/2024
With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder
11/12/2024
Group revenues totalled €865m
11/12/2024
Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.
11/12/2024
Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.
11/12/2024
This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.
11/12/2024
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/11/2024
Results increased driven by a recovery of demand for managed solutions, favourable financial markets and operational efficiency
11/11/2024
Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.
11/11/2024
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists
11/11/2024
As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.
11/11/2024
LTAF to be offered with a flat fee launching 29 November