10/30/2024
The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.
10/30/2024
This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.
10/30/2024
The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion
10/30/2024
Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024
10/30/2024
But there is still a long way to go.
10/30/2024
In Europe, France has become a hotspot for smaller deals
10/30/2024
Ninety One Value team finds the potential in unloved companies.
10/30/2024
The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure
10/30/2024
The acquisition plan was first announced in December 2023
10/30/2024
The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.
10/30/2024
The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.
10/30/2024
Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.
10/30/2024
The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.
10/29/2024
This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.
10/29/2024
Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.
10/29/2024
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
10/29/2024
Hong Kong's assets under management exceeded $31t by the end of 2023.
10/29/2024
The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.
10/29/2024
I’m committed to building on this strong platform for growth.
10/29/2024
The UK is of central importance to Lombard Odier.