08/01/2023
HNWIs favour advice from IFAs: LGT Crestone
Older HNWIs between 50 and 59 years of age display the most keenness for IFAs (64 per cent), followed by HNWIs over the age of 60 (57 per cent).
08/01/2023
Older HNWIs between 50 and 59 years of age display the most keenness for IFAs (64 per cent), followed by HNWIs over the age of 60 (57 per cent).
08/01/2023
Total revenue for the second quarter came in at $16.71 billion, 38% higher than the $12.1 billion seen in the same period a year ago.
08/01/2023
This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.
08/01/2023
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
08/01/2023
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
08/01/2023
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
The most common complaints concerned mobile apps.
08/01/2023
First ever proprietary India equity focused fund on its offshore platform, says honcho Rahul Malhotra
08/01/2023
Launched in 2021 and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.
07/31/2023
The research did not define the ‘independent’, leaving interpretation of the laden term in the hands of HNW respondents.
07/31/2023
For generations, Switzerland has been the go-to destination for offshore wealth.
07/31/2023
$600 million Silicon Valley Firm, Founded by the Father-Son Team Chris and Michael Glomb, Look to Expand its Successful Business
07/31/2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2023
As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?
07/31/2023
The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.
07/28/2023
Distressed debt and senior secured loans look attractive, but the pitfalls of limited transparency and liquidity remains.
07/28/2023
The Banca Generali Group expects the Swiss offshoot to generate between five and seven billion euros in inflows from Switzerland in the five years starting in 2024.
07/28/2023
This will allow GAM shareholders to consider the matters being proposed at the EGM earlier than previously scheduled.
07/28/2023
Adrian Bignell of Swiss fund boutique Quaero Capital, highlights current opportunities in European small and mid-cap stocks.
07/28/2023
This sent stocks in New York lower, after a mostly positive start, having been boosted by a strong economic growth print for the US.