01/18/2023
After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.
01/18/2023
Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.
01/18/2023
Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.
01/18/2023
Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.
01/17/2023
Double Delta is an impact advisory firm founded and set up by Joost Bilkes, Credit Suisse’s head of impact advisory services.
01/17/2023
This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.
01/17/2023
Our latest forecasts for absolute returns from 2023-2032 for various asset classes.
01/17/2023
R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.
01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
01/17/2023
The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.
01/17/2023
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
01/16/2023
Colourful lantern displays, a golden selfie installation, rides and skill games will allow participants to win prizes and enjoy the event.
01/16/2023
As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.
01/16/2023
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.
01/16/2023
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.
01/16/2023
The world’s largest asset manager took in new money last year but this could not offset significant market falls, meaning assets, fees and revenues tumbled.
01/16/2023
The acquisition represents a further investment by FNZ in the German market