02/01/2024
Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.
02/01/2024
Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense
01/31/2024
In his role, he will be leading all distribution activities and GAM’s office in Japan.
01/31/2024
The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.
01/31/2024
The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.
01/31/2024
With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.
01/31/2024
US group brings Toronto-based investment firm’s long-running strategy to European market.
01/31/2024
In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.
01/31/2024
This marks the fourth new partnership in a month.
01/31/2024
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.
01/31/2024
The scale of the retrenchment in private banking is one of the biggest seen in Asia and comes as wealth from the Greater China region has tumbled amid a property crisis and the faltering economy.
01/31/2024
The private bank believes US equities could deliver double-digit returns in the next two years, powered by AI, and it remains positive on Japan and India.
01/31/2024
The firm’s team of 14 will continue to be based at its Grove Farm headquarters.
01/30/2024
Firm introduces plans to expand existing team and services catering to UHNW clientele
01/30/2024
Under the tie-up, CIP will further develop its offering by directly accessing JPMAM’s global capabilities and expertise.
01/30/2024
Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service
01/30/2024
Sophia Whitbread's Brook Global Emerging Markets fund closed last year
01/30/2024
Awards Across 15 Categories Recognize Excellence And Contributions To Industry
01/30/2024
UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.