11/12/2024
Two thirds of asset managers expect a significant rise in margin pressure in the next two years
With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder
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
11/11/2024
The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.
11/11/2024
The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.
11/08/2024
In partnership with Schroders affiliate BlueOrchard
11/08/2024
LGT also received accolades at Private Banker International's 2024 Global Wealth Awards after impressing the judges with its philanthropy offering.
11/08/2024
The Toronto-listed group’s latest trading update points to a brighter picture
11/08/2024
Beacon was recognised by the judges for continuing to put client outcomes first.
11/08/2024
These awards recognise the Private Bank’s transformation.
11/08/2024
Unio gives peace of mind to clients while helping them unlock confidence in their financial futures
11/08/2024
This is testament to the growing quality of submissions and private banks’ increased focus on client needs.