01/23/2024
New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum
01/23/2024
Luxembourg, the largest fund centre in Europe, will become FNZ’s centre of excellence for fund processing services in Europe.
01/22/2024
“We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management.
01/22/2024
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.
01/22/2024
This dynamic inflow was mainly driven by the bond asset class.
01/22/2024
Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research
01/22/2024
Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth Manager of the Year, in association with Aranyani
01/22/2024
MEIF7 is the seventh vintage of Macquarie Asset Management’s successful European Infrastructure Fund series and was raised with a target size of €7-8 billion.
01/22/2024
The operating result reached CHF 269.2 million, reflecting an increase of 11.6% from CHF 241.2 million in 2022.
01/22/2024
Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part
01/22/2024
Michael McCroddan co-founded Hanbury Wealth Management with Chris Emery in 2010.
01/19/2024
Relationship managers who travel to China typically can’t discuss investments or solicit business though they can meet with clients to build relationships.
01/19/2024
Yet, inflation continues to be a top concern.
01/19/2024
Fairstone shifts to single charging structure as firms rethink fees in light of consumer duty, and FCA says it’s not done yet.
01/19/2024
Selected by UK Wealth Manager to Service GBP26 billion of Assets Under Management
01/19/2024
Reports back then said that this would be the biggest launch of a hedge fund in financial history.
01/19/2024
The collapse of the Austrian property group founded by Rene Benko has very clearly exposed several Swiss banks.
01/19/2024
The investment, which is subject to FCA approval, continues the Swedish advisers’ recent wave of acquisition and investment.
01/19/2024
This strengthens our message to stay invested in both equities and fixed income.
01/19/2024
The company launched a fund in Switzerland as early as 2022.