05/18/2021
Based on a detailed survey of 2,500 wealth management clients in 21 geographies, the 2021 study from the Big Four firm found that clients are now investing for purpose, and looking beyond return on investment in purely financial terms.
05/18/2021
President Ariane de Rothschild sets out ambitions as Amundi’s chair Yves Perrier joins board
05/18/2021
Citi added more than $5 billion in net new money in Asia in the first quarter, marking one of the bank's strongest quarters on record.
05/18/2021
Lumin's management is committed to develop the company further together with their new partners.
05/18/2021
Base money creation is inherently inflationary.
05/18/2021
This includes Arbuthnot’s specialist finance and asset-based lending businesses, which are also based in Manchester.
05/18/2021
According to a survey conducted by Morgan Stanley Institute for Sustainable Investing, 71% of individual investors identify multicultural diversity, which incorporates elements of race, ethnicity and culture, as an area of interest for their investment po
05/17/2021
An HSBC survey found 82 per cent of respondents were interested in the upcoming cross-border investment channel
05/17/2021
IMF report urges Government to raise more tax for public investment, but who will pay?
05/17/2021
The Manchester office celebrates its fifth anniversary this week
05/17/2021
The firm’s revenues also rose by 3%, reaching CHF 39.7m for 2020.
05/17/2021
The largest of the three note-issuing banks in Hong Kong will double its headcount in the wealth management business in the same period, adding 400 new staff this year.
05/17/2021
Adrian Starr, a wealth manager at Peregrine Wealth, explains why achieving your financial goals comes from a blend of financial planning and wealth management.
05/17/2021
The bank kept the momentum going during the pandemic and has demonstrates its operational and financial resilience.
05/17/2021
The asset manager decided to merge away its regional strategy because of the fund's small asset base.
05/17/2021
Switzerland used to be a place where the rich came with their money to escape the world’s problems, not to confront them.
05/14/2021
Among those could be Phoenix, which has a track record of successfully buying businesses and making savings and has been diversifying from closed books of business into other areas.
05/14/2021
Last year, UBS delisted its ETFs from the ASX, which included nine funds with about $300 million in assets.
05/14/2021
The seven new investment management firms on the FLX platform bring the total number of asset managers on FLX to 28, representing USD56 billion in combined assets under management.
05/14/2021
At Crypto Finance, we of course welcome this development, although it is a logical step in itself.