01/20/2025
Most Influential Recognition Once Again for Iain Johns
Having appeared in the list regularly over the past decade, Iain has extensive experience of dealing with the financial affairs of some of the world’s wealthiest families.
01/20/2025
Having appeared in the list regularly over the past decade, Iain has extensive experience of dealing with the financial affairs of some of the world’s wealthiest families.
01/20/2025
Swiss private bank also positive on equities in Japan, China and India
01/17/2025
This prestigious recognition highlights her significant contributions and leadership within the UK and global offshore private client practitioner sector.
01/17/2025
Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results.
01/17/2025
Ratings on the Forbes Best-in-State Wealth Management Teams list are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue
01/17/2025
Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue.
01/17/2025
Gilt portfolio services prove a popular choice as investors spy opportunities to make tax-free capital gains.
01/17/2025
The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row
01/17/2025
Reliable and transparent data on the Swiss fund market is vital to our industry.
01/17/2025
Swissquote attributes the strong performance primarily to the robust year-end and developments in the crypto sector.
01/17/2025
Christel Rendu de Lint talks to Citywire Selector about the asset manager’s plan to build scale with skill as it looks to reverse flows.
01/17/2025
Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter.
01/17/2025
The team has increased the fixed income allocation at the lower risk levels within the range.
01/17/2025
The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex.
01/17/2025
The BFM Brown to Green Materials fund is managed by Evy Hambro, Olivia Markham and Hannah Johnson.
01/17/2025
Profits therefore fell by 3.3 percent to 20.5 million francs in the 2024 financial year compared to the above-average previous year.
01/17/2025
The Circular provides that, should an SPF have its statutory seat or central administration in Luxembourg, it is eligible to receive a certificate from the LTA confirming its residency status in accordance with Luxembourg law.
01/17/2025
Revenues increased 12% from the prior-year period
01/16/2025
Khan continues to be responsible for the GWM's European markets, and a large number of participants are expected from Asia.
01/16/2025
The Switzerland headquartered group launched seven evergreen funds last year and is focusing on BlackRock partnership in 2025.