11/06/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a client-to-custody strategy.
11/06/2023
The programme combines the deep asset class expertise and leading investment management capabilities of its members
11/06/2023
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
11/06/2023
The bank faced charges of over $160 million in the High Court that it had made misrepresentations related to sales of subprime securities.
11/06/2023
This information emerges from the latest EY ITEM Club Outlook for Financial Services.
11/06/2023
Sergio Ermotti pointed his finger squarely at the cantonal banks not long ago.
11/06/2023
Parthenon Capital has become the majority shareholder in Titan Wealth after making a ‘major’ investment in the business earlier this year.
11/06/2023
LGT Crestone is on the hunt for a family office specialist, and is planning to offer mortgage lending against mansions to cater to prospective clients.
11/03/2023
This move represents a new milestone in BNP Paribas Wealth Management’s journey, highlighting its continued growth and commitment to its clients.
11/03/2023
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
11/03/2023
These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.
11/03/2023
As it aims to reach £3bn in funds under management by April 2033
11/03/2023
The acquisition of Creaseys, is part of Evelyn Partners’ strategy of augmenting strong organic growth in its Professional Services business with selective acquisitions of high-quality firms with complimentary expertise to strengthen the group’
11/03/2023
Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.
11/03/2023
When it comes to the results for the third quarter of 2023, the waves are likely to be less high.
11/03/2023
Many large banks have typically been slow to pass on rate rises to savers and haven’t been doing so in full.
11/03/2023
The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.
11/02/2023
Last month, TriLake Partners opened a new representative office in Bangkok after receiving approval from regulators.
11/02/2023
The Fund promotes environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation.
11/02/2023
The awards are back in Switzerland but who will come away with the big prizes?