08/16/2024
Fixed-rate bonds have emerged as a favoured choice, offering reliable returns and a safeguard against market volatility.
08/16/2024
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.
08/16/2024
While DBS still had some of the best private bankers in the world in the first half of 2024, Tricumen found that Goldman Sachs’ private bankers were on average more productive.
08/16/2024
This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.
08/16/2024
The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.
08/16/2024
The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.
08/16/2024
The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t
08/16/2024
A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.
08/16/2024
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
08/16/2024
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
The transaction is anticipated to be completed in the first quarter of 2025.
08/16/2024
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/16/2024
To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years
08/15/2024
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares