07/18/2024
More than eight in ten say their company will invest further in new solutions with high quality estimates of key asset classes’ future performance over the next three years, study finds
07/18/2024
Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.
07/18/2024
The Frankfurt-headquartered bank generated the largest share of its revenue - 44 per cent - in its home market of Germany last year
07/18/2024
The results of the first half of the year confirm that we have set the right course for the future with our investments.
07/18/2024
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
07/18/2024
Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.
07/18/2024
Together, both companies share a vision and entrepreneurial mindset to drive new business growth, private wealth solutions and active investing opportunities for a broad range of clients.
07/18/2024
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.
07/17/2024
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.
07/17/2024
The tie-up between special situation investment firm Youngtimers and Hong Kong billionaire Adrian Cheng’s C Capital is set to allow the latter to be listed on the Swiss Stock Exchange.
07/16/2024
Prior to heading up Madison, Donat was head of licensee development at BT Group licensees.
07/16/2024
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.
07/16/2024
Sébastien Gentizon talks through his team’s strategy and how its high-conviction approach feeds into the Swiss bank’s wider thinking.