07/18/2024
Together, both companies share a vision and entrepreneurial mindset to drive new business growth, private wealth solutions and active investing opportunities for a broad range of clients.
07/18/2024
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.
07/17/2024
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.
07/17/2024
The tie-up between special situation investment firm Youngtimers and Hong Kong billionaire Adrian Cheng’s C Capital is set to allow the latter to be listed on the Swiss Stock Exchange.
07/16/2024
Prior to heading up Madison, Donat was head of licensee development at BT Group licensees.
07/16/2024
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.
07/16/2024
Sébastien Gentizon talks through his team’s strategy and how its high-conviction approach feeds into the Swiss bank’s wider thinking.
07/16/2024
With the completion of the acquisition, Absalon’s Global High Yield and Emerging Market Corporate Debt strategies become part of Impax’s fixed income range, with funds available on Impax’s Irish-based UCITS platform.
07/16/2024
Private equity house Oaktree Capital Management is rumoured to be in talks to buy Close Brothers Asset Management.
07/16/2024
The last twenty years of Glen's career have been marked by tremendous blessings.
07/16/2024
With a market cap of around CHF 2.5bn, the strategy is now one of the five largest listed real estate funds in Switzerland.
07/16/2024
Company hopes integration will enable it to pool its strengths and become more efficient.
07/16/2024
The experience of wealth management professionals varies between the UK and the other markets included in the survey.