11/17/2023
This partnership will offer unrivaled opportunities for BIDV’s Private Banking clients to experience the most high-end services and connect with global elites through Edmond de Rothschild’s unique ecosystem in Europe.
11/17/2023
Julius Baer Group and Kairos’ co-shareholders have agreed to sell 100% of Kairos to Anima Holding. Closing of the transaction is expected in spring 2024.
11/17/2023
In addition to this delisting, the EGM approved the distribution of an extraordinary dividend of CHF 0.23 per share, paid out of the Company’s reserves.
11/17/2023
This marks the fifth acquisition by EFE over the past thirteen months and continues the expansion of the firm’s wealth planning capabilities across key regions nationwide.
11/17/2023
The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony.
11/17/2023
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
After largely avoiding heavy penalties over the last few years, Oxford Risk has warned the wealth sector could see a sharp rise in fines following the introduction of consumer duty.
11/17/2023
The UK boutique has reduced its allocation to the Swiss asset manager in the wake of NewGAMe’s deal.
11/17/2023
Latest accolade is part of Private Banking Awards 2023 by Professional Wealth Management Magazine, a Financial Times publication
11/17/2023
Andy Sieg is back again from Merrill Lynch, and has big plans for Citi’s new global wealth franchise.
11/16/2023
His firm operates on a multi-manager platform
11/16/2023
In the first ten months of 2023, EFG delivered net profit in excess of CHF 240 million.
11/16/2023
Inflation forcing some clients to withdraw assets to meet needs
11/16/2023
The £3.8m equates to around 7% of the total £52.8m in fines imposed by the FCA in the year to date.
11/16/2023
Pressure from failed GAM deal and its UK equity bias have hurt Liontrust, with losses amounting to £10m in six months.
11/16/2023
All national Baloise companies contributed to the growth, both in local currency terms and in Swiss francs.
11/16/2023
Third parties such as financial advisors, financial planners, trustees, multi-family offices and similar service providers can now also offer and operate a wealth office to their customers.
11/16/2023
The combined business will provide UK investors with access to a broad range of investment solutions, and both domestic and global investment solutions to South African investors.
11/16/2023
In a quarterly trading update, Close Brothers shared that it is looking to make acquisitions and hire more staff to drive growth.
11/15/2023
The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.