02/07/2024
Evelyn Partners agrees terms for Leeds office in new urban quarter
The move is expected to take place in the second half of the year.
02/07/2024
The move is expected to take place in the second half of the year.
02/07/2024
In a miserable 2023 for active managers, Rathbones’ multi-asset range pushed it high up the sales leaderboard.
02/07/2024
The interest rate business is characterized by the SNB's sharp increases in key interest rates, which lead to significant shifts in the income statement.
02/07/2024
The transaction increases Amundi’s offering of private markets funds and tailor-made solutions for its existing institutional clients globally.
02/07/2024
A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.
02/07/2024
Costs remained under control in an inflationary environment, enabling operating efficiency to be maintained at the best level of the industry.
02/07/2024
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/07/2024
Towards the end of 2023, the firm was placed in special administration by the Financial Conduct Authority, following a court order.
02/06/2024
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
02/06/2024
In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.
02/06/2024
He will report to Global Head of Institutional Sales, Mary Murphy.
02/06/2024
He brings to both the Australian and wider Credit Suisse Wealth Management teams,
02/06/2024
The company has made more than 16 acquisitions since the start of 2021.
02/06/2024
The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.
02/06/2024
Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance
02/05/2024
The LGIM recruit says ‘strong client outcomes’ are the ultimate goal of his plans to revamp St James’s Place’s investment proposition and future-proof the business
02/05/2024
WiseAlpha is growing into the domain of wealth trading and banking solutions.
02/05/2024
James Hart brings over 30 years of wealth management experience to UBS.
02/05/2024
The economic outlook for 2024 is mixed.
02/05/2024
Now, like the entire financial industry, we had to face new and previously unknown challenges.