05/03/2024
With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.
05/02/2024
A spokesperson for Northern Trust explained that "accuracy" refers to "having the right product for the right client."
05/02/2024
This was primarily driven by a significant increase in the price of physical gold. Concurrently, the market’s anticipation of potential rate cuts has continued to diminish.
05/02/2024
abrdn and FNZ have formed a strategic partnership to develop a multi-distributor, open architecture digital wealth platform in Asia
05/02/2024
Learn how institutional asset owners and wealth managers can develop investment governance frameworks to mitigate risk and foster sustainable growth.
05/02/2024
Spanish group Puig is aiming for top-of-the-range €14bn valuation when it lists this week
05/02/2024
Its approach is personalised investment management with high levels of service, where investment strategies are tailored to individual client needs.
05/02/2024
Compared to the previous quarter, net profit was 24% higher.
05/02/2024
The German private bank's new Asia head outlines the challenges of covering the market amid industry-wide cost-cutting and revenue contractions, and how he plans to focus on single-family offices.
05/02/2024
he former head of CIC Bank has also taken over as the new CEO - and an ex-Finma employee is joining the board of directors.
05/02/2024
A reconciliation of restructuring and other items
05/02/2024
Flavio Castello Branco has spent over 40 years working in finance, including a stint at Credit Suisse.
05/02/2024
Tech platforms collaborate to enhance wealth managers' practices.
05/02/2024
Sanctuary Wealth redefines its RIA channel with their latest purchase.
05/02/2024
It’s challenging to build a diversified portfolio solely with semi-liquid assets, but European private banks are already using them to complement listed equities and bonds.
05/02/2024
This reset transaction attracted strong demand from a wide investor base.
05/02/2024
Coutts CIO Fahad Kamal says that traditionally high allocations to UK shares in portfolios are an ‘anachronism’.
05/02/2024
Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.
05/02/2024
ZEDRA’s corporate team spends most of its time working with ambitious, high growth companies expanding into new markets.
05/01/2024
Use of independent financial advisers is also expected to increase from 20 per cent in 2021 to 27 per cent, while usage of alternative investment firms or full-service institutions is set to decline.