11/17/2023
After largely avoiding heavy penalties over the last few years, Oxford Risk has warned the wealth sector could see a sharp rise in fines following the introduction of consumer duty.
11/17/2023
The UK boutique has reduced its allocation to the Swiss asset manager in the wake of NewGAMe’s deal.
11/17/2023
Latest accolade is part of Private Banking Awards 2023 by Professional Wealth Management Magazine, a Financial Times publication
11/17/2023
Andy Sieg is back again from Merrill Lynch, and has big plans for Citi’s new global wealth franchise.
11/16/2023
His firm operates on a multi-manager platform
11/16/2023
In the first ten months of 2023, EFG delivered net profit in excess of CHF 240 million.
11/16/2023
Inflation forcing some clients to withdraw assets to meet needs
11/16/2023
The £3.8m equates to around 7% of the total £52.8m in fines imposed by the FCA in the year to date.
11/16/2023
Pressure from failed GAM deal and its UK equity bias have hurt Liontrust, with losses amounting to £10m in six months.
11/16/2023
All national Baloise companies contributed to the growth, both in local currency terms and in Swiss francs.
11/16/2023
Third parties such as financial advisors, financial planners, trustees, multi-family offices and similar service providers can now also offer and operate a wealth office to their customers.
11/16/2023
The combined business will provide UK investors with access to a broad range of investment solutions, and both domestic and global investment solutions to South African investors.
11/16/2023
In a quarterly trading update, Close Brothers shared that it is looking to make acquisitions and hire more staff to drive growth.
11/15/2023
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
11/15/2023
Over the past five years, Greater China accounts for 75 per cent of UBP’s Asia growth, says Guy de Picciotto
11/15/2023
There is a direct correlation between engagement and profitability.
11/15/2023
Investors with greater exposure to equities struggled in the third quarter, but performed more strongly than those relying on fixed-income for 2023 as a whole
11/15/2023
Intrigued, investment migration firm Latitude World analyzed the sharp rebound in millionaire migration since the peak of the pandemic to forecast 2024 trends.
11/15/2023
The confidential information related to Russian bank clients that leaked in a hack last September is having broader implications.
11/15/2023
Performance Share Plan query