04/22/2024
The UK wealth market is a competitive industry, but thanks to Julius Baer’s focus on pure wealth management and highly personalised service, the firm is poised to grow its regional footprint further.
04/22/2024
Andrew Hendry, Asia Pacific CEO at Janus Henderson, explains how the firm has turned the page following the merger in 2017.
04/22/2024
Standard Chartered Private Bank will distribute Wellington Management's Credit Total Return fund.
04/22/2024
The deal marks a significant milestone in Ludlow Trust’s growth.
04/19/2024
Inflation and election concerns have increased.
04/19/2024
Banking is becoming increasingly digitalised and also easier for many.
04/19/2024
This marks the sixth year in a row of being named to this prestigious list of financial advisors.
04/19/2024
How we decide where to invest our clients’ money – and how it’s working out.
04/19/2024
It managed to grow in all business areas and gain market share.
04/19/2024
This will be done by automating aspects of the onboarding and annual review processes for clients.
04/19/2024
The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index
04/18/2024
Switzerland’s biggest bank has been adding to its structured rates offering over the past six months.
04/18/2024
During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.
04/18/2024
The market team head had been with UBS GWM for almost two decades.
04/18/2024
The $6bn US value house has been a long-term backer of the out-of-favour sector, which is now catching the eye of private banks looking to diversify away from the Magnificent Seven.
04/18/2024
The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.
04/18/2024
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan