08/04/2021
Our recent UK Financial Adviser Pulse Survey indicated that the top factor considered when selecting a Model Portfolio Service was performance
08/03/2021
Primary performance measure return on tangible equity improved 330 basis points to 9.3%
08/03/2021
Assuming moderate leverage, the Fund has c.€850 million of capital to invest and is well-positioned to take advantage of the opportunities emerging across Europe.
08/03/2021
The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.
08/03/2021
Showing performance advantages through active tax management strategies
For those investors, there is little point in paying a premium for actively managed portfolios that cannot significantly outperform the market.
08/03/2021
All investors who are ICGN members were automatically eligible
08/03/2021
Digital Banking UX in Islamic Finance
At first glance, this market expects the same as all consumers – convenient mobile-first banking via a secure app and a seamless, omnichannel experience for in-person support where needed.
08/03/2021
Schroders' Cazenove Capital opens Manchester office
“The government’s levelling up agenda will only boost this momentum, providing a supportive context for local business owners."
08/03/2021
The latest rankings show three companies dominate the Swiss fund management business but that the challengers are hot on their heels.
08/03/2021
Brewin Dolphin has signed England Test captain Joe Root for a sponsorship deal running until 2023.
08/03/2021
With this investment, SGKB, GKB and LUKB are now the largest minority shareholders in the company, which was founded in 2016 and is still owner-managed, based in St. Gallen and Zurich.
08/02/2021
Reviving trust in the once-great AMP icon has been at the forefront of Ms George’s mind since she took leave from her previous post as deputy chief executive at ANZ Banking Group.
08/02/2021
Synpulse cements leading position in private banking and wealth
The competition recognises outstanding achievement and progress across several segments of the landscape, including asset management, private banking, wealth management, investment and alternatives.
08/02/2021
Why some wealth managers hate wealth
UBS is the biggest beneficiary of wealth inequality but also one of its loudest critics
08/02/2021
The QIBM represents a dedicated exchange offering for the listing of bonds marketed to ‘qualified investors’
08/02/2021
Apex is well advanced in its due diligence review and is working closely with Sanne to complete the review as quickly as possible.
08/02/2021
Boosted by the economic rebound in its two biggest markets, Britain and Hong Kong, the bank reinstated dividend payments to shareholders.
08/02/2021
Since their needs are similar to those of ultra-high net worth individuals, Vontobel has combined the two areas of responsibility.
08/02/2021
Sanlam has put its UK wealth and insurance businesses up for sale, Citywire can exclusively reveal.
08/02/2021
Harris Associates' David Herro said Credit Suisse is rapidly addressing 'deficiencies' highlighted in a recent report into the Archegos collapse