11/09/2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.
11/08/2023
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.
11/08/2023
Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.
11/08/2023
It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.
11/08/2023
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.
11/08/2023
The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.
11/08/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a comprehensive client-to-custody strategy.
11/08/2023
As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund.
11/08/2023
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
Sold in two tranches
11/08/2023
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
11/07/2023
Quarterly results
11/07/2023
The annual Wealth Management Index uses peer nominations