03/23/2018
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/23/2018
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/23/2018
Ralet said this team will expand soon with the arrival of a CFO, CIO and a quantitative analyst.
03/23/2018
We found that, although much can be done to maximise the chances of a successful business exit, few entrepreneurs took the time to understand what precisely they need to do.
03/22/2018
The strengths and vulnerabilities of New Zealand’s main trading partners’ economies have been a key focus at a major investment conference in Auckland today.
03/22/2018
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.
03/22/2018
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
Financial assets under management of $131.9 billion increased 56% over February 2017
03/22/2018
Advice businesses are cautious about new technology
03/22/2018
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
03/22/2018
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
Lombard Odier’s total client assets reached 274 billion francs
03/22/2018
The Handelszeitung paper said a Julius Baer banker in Russia was also involved in the case.
03/22/2018
Aimed at investors 'willing to accept' greater risk
03/22/2018
Theo Siegert’s stake doubled in value last year to nearly $25.3 million
03/22/2018
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/22/2018
Possible answers to tricky questions from clients.
03/21/2018
The wealth business employs about 3,600 people, 500 of whom are based outside the Nordic region.
03/21/2018
VP Bank is well-positioned as one of the largest dedicated IAM teams in Singapore, having grown significantly in 2017.
03/21/2018
CEO Michael Sassoon reports that the group’s H1 balance sheet was ‘pretty good’, but a credit and tax issues impaired the result.