02/12/2024
JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
02/12/2024
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
02/12/2024
Key Private Bank was selected for the best "Private Banking Client Service" from a shortlist of four distinguished private banking firms.
02/12/2024
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.
02/12/2024
Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.
02/12/2024
Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.
02/12/2024
BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.
02/12/2024
Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.
02/09/2024
Solid results affirm long-term business model
02/09/2024
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.
02/09/2024
Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?
02/09/2024
Revenues of EUR 25.1 billion, down by -7.6% vs. 2022
02/09/2024
Fund giants want to make sure all departments have the right skills for the coming digital assets boom
02/09/2024
It characterized the market environment last year as being «particularly» challenging for active asset managers.
02/09/2024
These firms are implementing investor protections.
02/09/2024
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
02/09/2024
He is a member of Fiduciary Trust's executive, management and operating committees.
02/09/2024
Growth in mortgage loans was particularly strong.
02/09/2024
According to him, the decisive question is how the investment banking business will help to add value to the wealth management business.
02/09/2024
Third Financial provides an investment platform and wealth management software.
02/09/2024
The highest profit distribution to date of CHF 528 million to the canton and municipalities