03/08/2024
The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.
03/08/2024
This economic cycle is opening up new venues for value creation.
03/08/2024
Vincent Ijaouane has launched Vigama Capital.
03/07/2024
The institute from French-speaking Switzerland now wants to expand further in German-speaking Switzerland.
03/07/2024
Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.
03/07/2024
"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"
03/07/2024
The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.
03/07/2024
In particular, the group was able to significantly increase income from customer business. Business success increased by 354.5 million francs to 1.7 billion francs.
03/07/2024
Women often excel in building strong and lasting relationships with clients
03/07/2024
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
03/07/2024
The money needed to make it can still vary enormously depending on what country or city you live in, even in an era where the gap between the rich and the poor is generally understood to be accelerating.
03/07/2024
New branches will open in Banpo-dong in Seocho, southern Seoul, and the northern part of Seoul.
03/07/2024
The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
03/07/2024
Maerki Baumann has launched a new brand for its cryptocurrency services.
03/06/2024
This marks the end of a 30-year tradition that offers a rare glimpse into the thinking of China’s second-in-command, who is usually in charge of the economy.
03/06/2024
The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.
03/06/2024
The deal is the third — and by far the largest — of the year for Mercer.
03/06/2024
When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.
03/06/2024
The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.
03/06/2024
Full Year to 31 December 2023