04/18/2024
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan
04/17/2024
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%
04/17/2024
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
04/17/2024
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
04/17/2024
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.
04/17/2024
The new Fund uses the same investment process
04/17/2024
The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.
04/17/2024
This is part of a general drive to bring institutional approaches to wealth platforms says another participant.
04/16/2024
Sanctuary made the money via a strategic partnership program, sources told Citywire.
04/16/2024
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
Some 4,500 millionaires moved to the UAE in 2023.
04/16/2024
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.