10/10/2022
Clifton Asset Management third acquisition pushes AUM over £1bn
This is Clifton’s third acquisition in just three months, after Burnett & Reid Wealth Management in July and Noble James Associates in September.
10/10/2022
This is Clifton’s third acquisition in just three months, after Burnett & Reid Wealth Management in July and Noble James Associates in September.
10/10/2022
Many investors want the cap on individual investments raised by at least five times from the current 1 million yuan (US$140,528)
10/10/2022
Private sector banks are ahead of state-run lenders in terms of current account.
10/10/2022
Global head of fixed income trading at Norges Bank Investment Management (NBIM), Malin Norberg, tells Laurie McAughtry why the firm’s investment profile is so unique, why her strategy is so long-term, and why it makes her job so much easier.
10/10/2022
Six wealth managers up for Fund Selection Team of the Year
10/10/2022
The investment house, led by company founder Larry Fink , is urging companies to cut their carbon emissions and has threatened to ditch laggards from actively managed funds.
10/10/2022
Bantleon Bank has sold 2.75 million GAM shares, cutting its stake in the firm from 11.13% to 9.41%.
10/07/2022
They will join the Board of Directors with immediate effect, with Boris Collardi serving as a non-independent Board member.
10/07/2022
JB Capital primarily invests in areas that are not adequately served by institutional investors.
10/07/2022
This week the bank's share price hit a record low of 3.52 Swiss francs following intense media speculation about its health.
10/07/2022
Liu is focusing on what she calls a "full family" approach — expanding client relationships to include spouses, children, grandchildren, and extended family.
10/07/2022
Establishing the new base is the result of a "growing synergy" between Hadlow Edwards and Daulby Read Insurance Brokers the parent company of Townsend.
10/07/2022
Cassio Hanna Valdujo, an industry veteran with more than 21 years’ experience, will join Citi Private Bank’s Latin America desk in Switzerland in January 2023.
10/07/2022
The bank says it is looking to take advantage of the recent collapse in the price of its bonds amid concerns about the group’s financial health.
10/07/2022
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
10/07/2022
Many congratulations to all the winners and highly commended individuals and companies from across the international financial services industry in our 23nd annual International Investment Awards 2022
10/07/2022
As 42% want third-party support around ESG investment offerings and integration
10/07/2022
Equities and fixed income heads
10/06/2022
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2022
10/06/2022
De Pury Pictet Turrettini has almost CHF 5bn in assets under management.