06/05/2022
Matthias Geissbühler explained why he expects the stock market slide to continue, his preferred Swiss stocks, and the circumstances under which he could increase bond allocations.
06/05/2022
This reflects unprecedented market conditions characterised by higher levels of overall market volatility, including exceptional share price fluctuations of selected large-cap companies around their fourth quarter 2021 as well as their first quarter 2022
06/05/2022
Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography
06/05/2022
Fitzpatrick is now responsible for the more than 28 billion dollars in Soros' family office and gave the agency "Bloomberg" insights into their everyday investment.
06/03/2022
Strategic partnership will power Lumiant’s rapid expansion in the United States
06/03/2022
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.
06/03/2022
This is far from the ECB's 2 percent target and also significantly more than economists had expected.
06/03/2022
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.
06/03/2022
The firm notes that some investment trusts have had double platinum jubilees, but that the reign of investment trusts has been usurped by unit trusts
06/03/2022
Fiscal 2022 common share year dividend payout increased 28% year-over-year
06/03/2022
CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.
06/02/2022
The awards recognise and showcase the ESG, impact, diversity and inclusion initiatives and efforts of firms and individuals.
06/02/2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
06/02/2022
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/02/2022
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
06/02/2022
The parties have agreed not to disclose the details of the transaction.
06/01/2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
The report offers detailed segmentation of the Asia-Pacific wealth management market based on business model, channel, provider, end user, and region.
06/01/2022
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
The CIMB digital assets and group funding division, which handles partnerships across business lines