05/17/2024
The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.
05/17/2024
Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.
05/16/2024
The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.
05/16/2024
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.
05/16/2024
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
05/16/2024
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.
05/16/2024
The unit is undergoing streamlining, cost reductions.
05/16/2024
Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.
05/16/2024
The bank is also seeking to open a representative office under the same roof.
05/16/2024
Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.
05/16/2024
The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.
05/15/2024
Total number of wealth and asset management firms surpasses 370 in the first quarter of 2024
05/15/2024
Part of the Spear's Wealth Management Indices 2024
05/15/2024
The investment manager will increasingly focus internationally in the future.
05/15/2024
The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.