10/15/2020
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identies notable increases in interest for real estate debt, i
10/15/2020
The big four banks have been tipped to re-enter wealth management after 10 years.
10/15/2020
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/15/2020
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.
10/15/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/15/2020
Assets under management ended last month at £536.3bn, up 2% over the quarter
10/14/2020
Credit Suisse publishes its annual study on the locational quality of Swiss cantons and regions
10/14/2020
Program aims to support companies founded by women of color who have been adversely affected by the COVID-19 pandemic
10/14/2020
Allfunds Blockchain will begin deploying solutions in the financial industry, while working with Iberpay on its test concept for the Smart Payments initiative.
10/14/2020
This news service announces the winners of this year's European industry awards from WealthBriefing.
10/14/2020
As experts in our field, we believe we have a responsibility to work closely with our clients, peers and industry bodies internationally to contribute to the wider development of our industry as a whole.
10/14/2020
Talwar now aims to rebuild the digital bank into a financial platform, with the focus put on additional banking services and digital investment opportunities.
10/14/2020
The boutique focuses on real estate investments in the DACH region.
10/14/2020
That squeezes the spread that banks earn by taking in deposits and making loans.
10/14/2020
Response to IIROC consultation calls for industry to go beyond stock selection and traditional risk profiling, among others
10/14/2020
The Swiss banking regulator Finma has given its assent to the new form of organization.
10/14/2020
The Asset announces the winners of the Triple A Best Bank for Investment Solutions Awards 2020