08/19/2024
NewEdge Wealth widens Florida footprint with HNW Merrill Lynch team
The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.
08/19/2024
The French bank is the latest in the region to open its doors to the growing cohort of external asset managers in Asia.
08/19/2024
The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.
08/19/2024
International financial markets performed well overall in the first half of 2024, despite persistent geopolitical and economic uncertainties.
08/19/2024
Under Japanese income tax law, individuals are taxed primarily based on their residency.
08/19/2024
Millennials were getting blamed for killing everything — napkins, diamond rings, chain restaurants, motorcycles, bar soap and more.
08/19/2024
The combined banking group has shed 9,000 jobs in the last 12 months, achieving CHF6 billion in costs so far.
08/19/2024
Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.
08/16/2024
Fixed-rate bonds have emerged as a favoured choice, offering reliable returns and a safeguard against market volatility.
08/16/2024
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.
08/16/2024
While DBS still had some of the best private bankers in the world in the first half of 2024, Tricumen found that Goldman Sachs’ private bankers were on average more productive.
08/16/2024
This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.
08/16/2024
The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.
08/16/2024
The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.
08/16/2024
The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t
08/16/2024
A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.
08/16/2024
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
08/16/2024
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.