11/22/2022
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
Revenue rose to GBP15.9 million from GBP13.8 million.
11/22/2022
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/22/2022
The company is also open to partnering with other asset managers.
11/22/2022
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
11/22/2022
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
11/21/2022
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
That's when he started looking at private equity investment opportunities among privately held companies.
11/21/2022
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
11/21/2022
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
11/21/2022
The tie-up with Match Strategies helps in areas including networking and daily business management.
11/21/2022
This emerges from the answers to a nationwide survey conducted by the Lucerne University of Applied Sciences and Arts (HSLU) and Postbank Postfinance among around 3,000 people.
11/21/2022
The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.
11/21/2022
But also a role of social responsibility to protect the wealth of families, increase it, allow the passage between generations but above all to support the customer during phases of market uncertainty.
11/18/2022
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.
11/18/2022
Around 60% of Credit Suisse's wealth business is exposure to what it calls growth markets such as the Asia-Pacific region and emerging markets, and the other main part is business with ultra-wealthy entrepreneurs.
11/18/2022
Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.
11/18/2022
The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.
11/18/2022
E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.