05/19/2022
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
05/19/2022
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.
05/19/2022
This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.
05/19/2022
He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.
05/19/2022
Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets
05/19/2022
HypoVereinsbank, was acquired by UniCredit in 2005 and has a strong presence in Bavaria and Hamburg.
05/19/2022
World inflation nowcaster: long-term (left) and recent evolution (right)
05/19/2022
The maximum drawdown in the current fall of 2022 has been 16%
05/19/2022
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
05/19/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
05/19/2022
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
05/18/2022
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
05/18/2022
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
05/18/2022
Demand for credit was good and both the mortgage and corporate loan books grew.
05/18/2022
Apex Group announces major acquisition
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.
05/18/2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.