Managers of Wealth

Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.

Key Private Bank was selected for the best "Private Banking Client Service" from a shortlist of four distinguished private banking firms.

Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.

Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.

Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.

BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.

Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.

Solid results affirm long-term business model

The accolade is a feather in the cap for GSB, which launched in the UAE in April 2021 and was founded by Ross and Alison Whatnall.

Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?

Revenues of EUR 25.1 billion, down by -7.6% vs. 2022

Fund giants want to make sure all departments have the right skills for the coming digital assets boom

It characterized the market environment last year as being «particularly» challenging for active asset managers.

These firms are implementing investor protections.

The bank, with a financial year running from July to June, is "fully on track" to meet targets set out in the strategy to 2026 it presented in May

He is a member of Fiduciary Trust's executive, management and operating committees.

Growth in mortgage loans was particularly strong.

According to him, the decisive question is how the investment banking business will help to add value to the wealth management business.

Third Financial provides an investment platform and wealth management software.

The highest profit distribution to date of CHF 528 million to the canton and municipalities