07/31/2024
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/31/2024
The strategy was launched in 2019 and aims to generate absolute returns by capturing alpha opportunities from covered bonds.
07/31/2024
It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050
07/30/2024
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
These services can include investment management, financial planning, tax services, retirement planning, and estate planning.
07/30/2024
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
The net profit from interest business also contributed to this.
07/30/2024
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
McCormick brings with him over $151 million in assets under administration.
07/30/2024
For private wealth managers, the region offers attractive opportunities.
07/30/2024
St James's Place said it would cut costs by 80 million pounds by 2026 and aim to trim its overall costs by 100 million pounds a year by 2027.
07/30/2024
Family offices and rich individuals likely to be behind record second quarter, says report
07/30/2024
The bank’s solutions have brought significant value to clients and other stakeholders.
07/30/2024
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/30/2024
Net income tripled from a year earlier to ¥68.9 billion ($446 million) in the three months ended June 30, the company said in a statement Tuesday.
07/29/2024
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.