05/16/2024
The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.
05/15/2024
Total number of wealth and asset management firms surpasses 370 in the first quarter of 2024
05/15/2024
Part of the Spear's Wealth Management Indices 2024
05/15/2024
The investment manager will increasingly focus internationally in the future.
05/15/2024
The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.
05/15/2024
In order to further expand its market share in the indifferent business, BLKB will create the new Wealth Management division on October 1, 2024.
05/15/2024
ARC finds that the typical client at a wealth manager would effectively have lost 15% of their wealth since a peak in 2021.
05/15/2024
In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.
05/15/2024
This is currently evident between investment banking and private banking—two branches of banking with deep cultural divides and distinctly different archetypes.
05/14/2024
The focus is on customers in the Greek market
05/14/2024
The investment platform is rolling out a range of passively-managed multi-asset solutions in response to the rising popularity of cheap trackers.
05/14/2024
The business is seen as more stable than trading which is closely tied to the ups and downs of markets.
05/14/2024
Group operating income in Q1 increased 9.5% to £178.0 million (Q1 2023: £162.5 million) with growth across all three business segments.
05/14/2024
Private banking group recruits trio of senior bankers to lead new initiative.
05/14/2024
These rankings are two of the most selective in the industry
05/14/2024
Financial advisers seek likeminded businesses in 10th anniversary year
05/14/2024
The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.
05/13/2024
Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.
05/13/2024
All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.
05/13/2024
The Fund’s investment objective is to deliver relative outperformance in negative, stable, and rising market phases whilst offering a recurring distribution yield of around 7-8 percent per annum from dividends and tax-free capital gains.