06/27/2023
Odey Asset Management has stopped two additional funds, including its flagship hedge fund, after receiving several redemption requests from investors who had left the company, as a result of Crispin Odey's alleged sexual assaults.
06/27/2023
While 84% expect to grow, 22% plan to implement changes to their operating models to achieve efficiency and cost savings.
06/27/2023
Truffle Private Markets managing director and co-founder Jason Proctor outlines why wealth firms need more help to get better exposure to private markets.
06/27/2023
An EFG spokesperson said the bank "confirms that it is expanding its team in Israel" and that "further details will be provided in due time".
06/27/2023
The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition.
06/27/2023
These results demonstrate the solid underlying performance of our business, in a market
06/26/2023
Street Talk understands it is considering hiving off some of its lower value accounts to Ord Minnett as part of a strategic review that would pivot the business toward high-net-worth and ultra high-net-worth clients.
06/26/2023
The main challenge is defining what is true “value” in the services sector especially in wealth management, and subsequently attribute the right cost to pay for it.
06/26/2023
The new branch office will be managed by Jens Ennenbach and Matthias Wesseling.
06/26/2023
The Group further recorded relatively stable platform assets and turnover year-on-year.
06/26/2023
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
06/26/2023
The changes will see a discount of up to 0.05% applied to a fund’s fixed ongoing charge.
06/26/2023
The awards aim to highlight the best brands and their communication strategies, and to recognise the marketing and press function within the financial services sector.
06/26/2023
This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.
06/26/2023
The claim centred around $400 million in losses suffered by two unit-linked life insurance policies, of which Mr Ivanishvili and his family are the ultimate beneficiaries.
06/26/2023
As it bids to become one of the ‘leading players’ in the market
06/23/2023
Kian Abouhossein of Wall Street house JP Morgan is a self-confessed fan of UBS.
06/23/2023
The analysts said that the integration process could create share price volatility, due to factors including restructuring, mark-downs and litigation.
06/23/2023
Citizens' new team will focus on developing new wealth clients separate from its existing customers.
06/23/2023
Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.