03/21/2025
Together, they developed a core investment strategy centered on Cashflow Driven Investment (CDI) assets, which can actively adapt to a changing investment environment.
03/20/2025
In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.
03/20/2025
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.
03/19/2025
As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.
03/19/2025
The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.
03/19/2025
Consequently, UK stocks listed on AIM will now have a 20% inheritance tax applied to them, as part of measures aimed at raising up to £2bn.
03/19/2025
The lender estimates its 50,000 private-banking clients have 120 billion zloty ($31 billion) in assets.
03/19/2025
Private markets cover a wide range of investments such as private equity, private debt and venture capital, and have a long history.
03/19/2025
Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.
03/19/2025
We are now moving into a new phase for the Group, where we will deliver sustainable and diversified growth across Asset Management and Life.
03/18/2025
In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.
03/18/2025
Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy.
03/18/2025
LGT continued to invest in the further expansion of its international presence and technology platforms, making significant progress in both areas.
03/18/2025
That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.
03/18/2025
The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.
03/18/2025
Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.
03/17/2025
Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.
03/17/2025
Paul Markham arrived amid a wave of change at the Swiss asset manager. He speaks to Citywire Selector about recruitment, renewal and what comes next.
03/17/2025
The accreditation is recognised by The Institute of Leadership and Management (ILM).
03/17/2025
The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.