05/03/2023
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
05/03/2023
Although EM assets have struggled since the start of the COVID-19 pandemic, underperforming relative to their developed market counterparts, emerging economies, especially those in Asia, significantly outgrew developed economies over the last decades.
05/03/2023
Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
05/03/2023
Acquisition of volScout Reinforces Franklin Templeton’s Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities
05/03/2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 May 2, 2023
05/03/2023
Following demand from its private client and financial intermediary customers
05/03/2023
Global Multi-Asset range will have a maximum cap of 0.22%
05/03/2023
The increase in the number of affluent and HNWIs has been met with an increasing need for the usage of wealth managers and investment firms to help these individuals protect and further grow their assets.
05/03/2023
The International MPS strategies feature a blend of best-of-breed actively managed and passive funds.
05/03/2023
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter 2023.
05/03/2023
This growth is mainly being driven by inflation concerns, geopolitical instability and efforts to increase energy independence, and by the huge investments needed to achieve transitions in the energy, environmental, digital and mobility fields.
05/02/2023
This exceptional growth is a testament to the bank's successful acquisition of new HNWI clients and the management of their substantial assets.
05/02/2023
Both at new highs, from higher net interest margin, sustained business momentum and resilient asset quality
05/02/2023
The LTAF is a new category of open-ended funds, designed to invest in long-term, less-liquid assets
05/02/2023
Profit before tax rose by $8.7bn to $12.9bn.
05/02/2023
Both asset managers decided to exit the US bank following the fallout from the collapse of Silicon Valley Bank.
05/02/2023
Schroders has relaunched its multi-asset Tactical portfolio range, capping charges at 0.22% in a bid to win client money from a popular market.
05/02/2023
The PAM Awards are among the most respected in the UK wealth management industry, and this marks our fourth win in five years.
05/02/2023
SIX Exchange Regulation AG has approved this exception of the maintenance obligations and thus the deferral of the publication of the Annual Report 2022 of GAM Holding AG as well as the submission of this report to SIX Exchange Regulation AG by no later t
05/02/2023
JPMorgan Chase to protect all deposits -- insured and uninsured -- bringing its financial strength, capabilities and capital to the U.S. banking system and First Republic