02/09/2023
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
02/09/2023
The new strategy aims to build a portfolio of investments in venture capital funds and unlisted technology companies from around the world.
02/09/2023
Here’s why your investments can hold much more global influence than you think
02/09/2023
Citywealth has published its 2023 Top 20 Trustees ranking, highlighting key figures in the wealth management and private client sectors.
02/09/2023
The DFM service is available for clients looking to invest at least £500,000.
02/08/2023
The SafeGuard CORE ONE Fund seeks to provide investors with a level of predictability in an unpredictable world.
02/08/2023
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.
02/08/2023
Deal will expand the firm’s professional services presence in the North of England
02/08/2023
This is the first time that an annual outflow has been recorded, with the next lowest sales total coming in 2008 during the Global Financial Crisis at £4.2 billion.
02/08/2023
Wealth Management business in particular continued to perform well. In the current uncertain environment, wealth management clients displayed a preference for quality and expertise that benefited Vontobel.
02/08/2023
The firm still hopes to buy complementary businesses in the country. ‘When we find the right thing we would be absolutely delighted to make an acquisition,’ says CEO Chris Merry.
02/08/2023
The acquisition of Edinburgh-based Murray Asset Managements adds 20 staff to Investec W&I's Scottish division.
02/08/2023
Change in investor sentiment
02/08/2023
Earlier, there had been reports of the postponement of bonus talks among employees of the investment bank at the managing director and director levels.
02/07/2023
The Board examined the Group’s results for the fourth quarter 2022
02/07/2023
The company announced a 6 per cent increase in interim dividend of 8.8p per share, up from 8.3p in the first half of the year.
02/07/2023
REVEALED: Chris Field is no longer managing Liontrust UK Focus, after the fund has been hit with nearly £1bn of outflows over three years.
02/07/2023
In addition, several rules have been changed with the apparent intention of striking a balance between cuts and incentives to stay with the bank.
02/07/2023
One of the largest first-time Growth Equity fund in history
02/06/2023
The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.