01/20/2023
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.
01/20/2023
External specialists, such as lawyers or bankers, may also want to ask Stonehage Fleming for advice, says CEO Chris Merry.
01/20/2023
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
01/19/2023
Most advisers in the UK now fear they will lose business when wealth is transferred between generations.
01/19/2023
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”
01/19/2023
The slight reversal of a years-long trend toward shrinking headcounts highlighted a very profitable year for the company's wealth arm, which is benefiting from rising interest rates.
01/19/2023
Firm has several hundred million Swiss francs for deals
01/19/2023
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
01/19/2023
Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.
01/19/2023
Asset manager’s investments performed well, but investor sentiment remained cautious
01/19/2023
This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.
01/19/2023
New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.
01/19/2023
The deadline to sign up for the upfront payment is 30 January.
01/19/2023
Hong Kong will remain a gateway to China’s markets, will have a ‘very profound and robust future’
01/19/2023
Most importantly, Credit Suisse was able to defend its leading position in the Swiss business if one follows the bank's interpretation of data from Dealogic.
01/18/2023
This new broker arm of the RF Group, which will be rebranded under RF Advisors, will have a team of experienced and qualified financial advisors offering complete financial planning solutions for every aspect of clients’ wealth journey
01/18/2023
In addition, Leo Wealth will also incorporate Jachin Capital’s digital platform, iAdvisor, into its offering to provide clients with access to dynamic, personalized investment portfolios.
01/18/2023
The ranking was compiled by SHOOK Research.
01/18/2023
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/18/2023
After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.