08/14/2024
Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.
08/14/2024
Programme saw participation from children of high-net-worth clients from eight markets
08/14/2024
Major investments and strategic shifts reshape financial services for high-net-worth individuals and family offices
08/14/2024
Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks
08/14/2024
Guernsey took the winning title in 2023
08/14/2024
However, ISA fees on the four Polaris funds average a whopping 1.63 per cent a year, with the most popular, Polaris 3, costing 1.67 per cent a year.
08/13/2024
The diffusion of power away from the bipolar and unipolar orders of the post-World War II period has been accelerating in recent decades.
08/13/2024
ADQ’s investment into Sotheby’s underscores its strategic goal of pursuing value-accretive investment opportunities that contribute to Abu Dhabi’s economic diversification.
08/13/2024
Several private banks are increasingly standardising discretionary portfolios to cut costs and target smaller clients, while raising the bar for bespoke mandates.
08/13/2024
Advisors enrolled in the UniFi by CAIA™ Fundamentals of Alternative Investments certificate program are sponsored by Franklin Templeton and FS Investments
08/13/2024
The wealth of those on the list rose from the equivalent of 8.4 per cent of national GDP in 2004, to 23.7 per cent of GDP by 2024, the institute’s analysis indicates.
08/13/2024
In its results for 2023, the bank announced it was paying an inaugural dividend to shareholders as profit before tax reached £9.1m for the full year.
08/13/2024
Key collaborators include Decerno, Arete, and BNY Pershing
08/13/2024
In a challenging fundraising environment, private wealth investors are filling the gap, aided by investment platforms, intermediaries, and evolving legal structures.
08/13/2024
Several private banks are increasingly standardising discretionary portfolios to cut costs and target smaller clients, while raising the bar for bespoke mandates.
08/13/2024
FNZ disposes of its stake after Timeline CEO Abraham Okusanya confirms plans to build a platform with Octopus-owned Seccl.
08/13/2024
Many younger clients now wish to start off their savings and investment on a firm footing
08/13/2024
The offer provides an immediate cash value to HL shareholders at a significant premium of 54.1% over the pre-announcement share price.
08/13/2024
Record AUM of £62.2 billion, up 13.3% year-on-year and 5.2% since 31 December 2023.
08/13/2024
The asset manager has downgraded eurozone equities from overweight to neutral.