06/26/2020
‘After eight years in France, our decision to expand our presence abroad is the expression of our will to bring our know-how in the design and distribution of financial products closer to our partners in Switzerland.
06/26/2020
Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans.
06/26/2020
This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.
06/26/2020
Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.
06/26/2020
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/25/2020
We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing
06/25/2020
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.
06/25/2020
Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US
06/24/2020
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.
06/24/2020
"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.
06/24/2020
Alternatives, multi-asset and fixed income are the three most sought-after strategies
06/24/2020
“At the same time, we’re investing in our advisors’ success, enhancing our advisory value proposition, and giving clients increased pricing flexibility.”
06/24/2020
Hong Kong HNWs show a degree of regional-bias in their investments and around half of all asset classes are invested in Asia.
06/24/2020
Policy change by London-based asset manager designed to boost gender diversity
06/24/2020
A stake sale will help Edelweiss, which is battling rising bad loans and liquidity issues, raise funds for its credit businesses.
06/23/2020
These derivatives allow investors to take a stake in an index representing a basket of stocks, with capital protected in full unless that index falls below a particular threshold on a specific anniversary date.
06/23/2020
We remain encouraged by the inflows we are continuing to experience and expect June gross inflows to be similar to May
06/23/2020
The new service has been set up by ZEDRA who specialise in helping people to plan for the future.
06/23/2020
National Bank of Oman (NBO) has been granted the Highly Acclaimed: Best Private Bank, Middle East Award from Digital Banker’s Global Private Banking Innovation Awards 2020.