06/19/2024
The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.
06/19/2024
These factors have had a significant impact on the currency, particularly in April.
06/19/2024
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
During a wide-ranging interview, he emphasised the increasing demand for wealth management services in the region due to rising affluence and globalisation.
06/19/2024
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
06/19/2024
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.
06/18/2024
Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.
06/18/2024
The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.
06/18/2024
Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.
06/18/2024
Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers
06/18/2024
This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.
06/18/2024
The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.
06/18/2024
QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.
06/18/2024
Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.
06/18/2024
DNB Asset Management continues its growth trajectory, especially in Switzerland.
06/18/2024
The firm’s group revenue for 2023/24 increased by 13.9%