11/15/2023
The vast majority of investors however remain optimistic, with almost 90% expecting returns to be either identical to or higher than last year.
11/14/2023
But the fall in yields in early November has helped equities regain ground.
11/14/2023
Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.
11/14/2023
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/14/2023
Firms engaged in fixed income and private assets were most advanced in their implementation efforts.
11/14/2023
The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.
11/13/2023
Chinese regulators in August granted initial approval to AllianzGI to set up an onshore fund management company, which should start operations next year
11/13/2023
The study highlighted that many high-earners are primarily focused on 'safeguarding their accumulated wealth.
11/13/2023
The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.
11/13/2023
The fund intended to outperform the MSCI World Net Total Return index.
11/13/2023
The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.
11/13/2023
The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.
11/10/2023
Charity Commission Chair gives Dame Shirley lecture at University of Kent
11/09/2023
New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates
11/08/2023
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
11/08/2023
Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.
11/08/2023
The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.
11/08/2023
The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.
11/08/2023
One of the few Swiss foundations to have been awarded this distinction by the French government, Fondation Philanthropia now enjoys a place among the benefactors of France’s cultural life and heritage.
11/07/2023
Watermark will become a part of Apex Group’s existing global Corporate Solutions business.