03/09/2023
The index excludes issuers in sectors with a negative ESG impact (such as fossil fuels), those in violation of the principles of the United Nations Global Compact and those involved in ESG-related controversies.
03/09/2023
The bank’s CIO, Steve Brice, says that diversifying into alternatives, especially infrastructure investments and hedge funds, is also important.
03/09/2023
To serve wealthy onshore mainland clients, the bank is planning to double the number of relationship managers this year.
03/09/2023
ZEDRA’s new office will strengthen the firm’s presence in the Americas and promote its proven active wealth expertise in the US private wealth space.
03/09/2023
Management believes it is prudent to briefly delay the publication of its accounts in order to understand more thoroughly the comments received.
03/09/2023
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.
03/09/2023
Returned nearly £1 billion to shareholders through dividends and share buy-back
03/09/2023
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
This resulted in profit attributable to shareholders of CHF 548.0 million.
03/09/2023
LGT selected Thailand as its third regional market in part because of Bank of Thailand and SEC support for Thai offshore investments.
03/09/2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
03/09/2023
Private assets have the potential to help DC investors achieve their aims of a good outcome in retirement.
03/08/2023
The positive tone also reflected an adjustment of expectations among investors, who are now predicting a less severe global recession, while stocks that were oversold in 2022 – like Amazon, Tesla, Meta and Nvidia – rebounded strongly in 2023.
03/08/2023
Due to a number of factors involving socioeconomics, culture, history and more, this has been the case since the industry’s early days and the trend is likely to persist.
03/08/2023
Yet in practice, German speakers are actually ahead of the game: only 15% of them have no sustainable investments at all, compared to 26% of French speakers.
03/08/2023
In 2022, assets under management at Credit Suisse's global wealth unit plunged 203 billion Swiss francs ($216 billion) to 540 billion francs, due to adverse market conditions and 95.7 billion francs in outflows, of which 92.7 billion francs fled the
03/08/2023
Quilter Investment Platform net inflows of £2.2 billion (2021: £3.5 billion) representing 3% of opening AuMA (2021: 5%), reflecting an industry wide slowdown in gross flows.
03/08/2023
The Award comes on the eve of International Women’s Day, conceived to celebrate women’s achievements, raise awareness about discrimination, and drive gender parity.
03/08/2023
Interest rates might have to rise a bit more than expected and stay there longer before inflation starts falling properly.
03/08/2023
In its annual results to the end of December 2022, Royal London Asset Management reported its pre-tax profit jumped to £210m from £133m in 2021.