12/14/2023
The event, held in Accra at the plush private banking lounge at the Iris branch, saw High Net Worth Individuals (HNWI) of the Bank meeting with investors and real estate operators under the Dubaiscapes franchise.
12/14/2023
The fintech platform has partnered with IQ-EQ to set up domestic French funds.
12/14/2023
These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.
12/14/2023
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
UK wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond.
12/13/2023
The conversation then turned to Hywin’s priorities for the coming year.
12/13/2023
His forward strategy, which would have seen Liontrust grow faster thanks to the GAM assets and inherit the Swiss company’s global distribution network, was not successful, however.
12/13/2023
The answer is dealing with all these eventualities is part and parcel of delivering great service, according to one discretionary fund manager boss.
12/13/2023
The deal takes Fairstone to its tenth office in the South East of England, bringing its total number of office locations to 55.
12/13/2023
The current wave of innovation fueled by Generative AI capabilities has left no stone unturned at Prometeia.
12/13/2023
PAM manages 17 thematic equity strategies, with USD 63 billion in assets under management as of 30 September 2023.
12/13/2023
The winners were selected by a panel of judges who evaluated company-wide gender diversity practices and how companies incorporate gender issues into their investment decisions.
12/13/2023
Christoph Geiseler said change in interest rates and fund manager’s inactivity in bonds over the past decade means a thorough brushing-up is in order.
12/13/2023
The wealth manager’s purchase of Bottriell Adams is subject to approval
12/13/2023
Super Allocators expect consolidation to continue apace, but will this restrict the availability of new ideas?
12/12/2023
Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors
12/12/2023
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.
12/12/2023
OPOC.US Joins Atria's Cadaret Grant for Award-Winning Technology and Advisor-Centric Culture
12/12/2023
The firm will fully align with Benchmark over the next twelve months