08/01/2024
The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.
08/01/2024
The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.
08/01/2024
Excluding specific items, underlying net income for Credit Agricole Group amounted to €4,389m in H1 2024, up 11.4% compared to H1 2023.
07/31/2024
It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.
07/31/2024
These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve
07/31/2024
The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders
07/31/2024
Committing to a two-year sponsorship partnership of this annual event which attracts over 100 golfers, marks a return to a longstanding relationship held between the trust company and the Club.
07/31/2024
This source of income will be less significant in the future.
07/31/2024
The extraordinarily good 2023 financial year was followed by a successful first half of 2024
07/31/2024
We are confident that we have the right strategy and model to grow revenue
07/31/2024
Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals
07/31/2024
Track to the Future – with Nordea AM’s Jamie Hayes
07/31/2024
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/31/2024
The strategy was launched in 2019 and aims to generate absolute returns by capturing alpha opportunities from covered bonds.
07/31/2024
It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050
07/30/2024
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
These services can include investment management, financial planning, tax services, retirement planning, and estate planning.
07/30/2024
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
The net profit from interest business also contributed to this.