05/21/2024
JPMorgan Private Bank calls an end to the rebound and advises investors to sell Chinese stocks, particularly offshore shares
05/21/2024
The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.
05/21/2024
Goldman Sachs is seeing an uptick in private credit and private equity interest as family offices grow more sophisticated in their needs.
05/20/2024
What a trip Singapore is on.
05/20/2024
The French private bank plans to triple both its Thai client assets and relationship manager head count over the next three years.
05/20/2024
Nine awards in total were handed out to Channel Island based individuals and companies with offices in the crown territories.
05/20/2024
The transaction will marginally affect ABN AMRO’s profitability and RWAs, resulting in a minor positive impact on ABN AMRO’s CET1 capital ratio.
05/20/2024
It cited its small size and low share liquidity, which it said had deterred some potential investors, as well as its “materially uncovered” dividend.
05/20/2024
Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations
05/20/2024
This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.
05/17/2024
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
05/17/2024
This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.
05/17/2024
Taurus Asset Management has also moved into a larger office in Lugano.
05/17/2024
The major Swiss bank UBS is apparently considering putting investment bank boss Rob Karofsky at the head of its entire US business.
05/17/2024
Lombard Odier supports entrepreneurs and their families from generation to generation with a comprehensive and tailored approach to wealth management, wealth planning and asset management.
05/17/2024
The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.
05/17/2024
Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.
05/16/2024
The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.
05/16/2024
Fees made St James's Place rich but now risk toppling the firm