SJP leads the pack with £15bn in ‘dog funds’
SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.
Wealth and Asset Management
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Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management
The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.
Completion of the sale of Brooks Macdonald International to Canaccord Genuity Wealth Management Limited
The sale proceeds will enable the Group to focus exclusively on the core UK business and will enhance its ability to capitalise on the structural opportunities within the UK market, to grow organically and through targeted M&A.
Lisa Detanna Named to Forbes’ Top Women Wealth Advisors
Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors
SMBC NIKKO BANK (LUXEMBOURG) S.A. reinforces its confidence in OLYMPIC Banking System
OLYMPIC Banking System will enable us to meet the challenges of growth using a single, complete, scalable and fully integrated platform that exploits the modern principles of service-oriented architecture.
How former top prospect Jacob Turner left baseball behind for wealth management
Turner, who pitched in the major leagues from 2011 to 2018, now co-owns Moment Private Wealth with his younger brother.
PrivatBank, Oschadbank, Ukreximbank, Raiffeisen and OTP most profitable in 2024
The second five most profitable banks of 2024 were headed by Credit Agricole, which increased its net profit by 46.5% - to UAH 4.09 billion.
Interest rate turnaround puts Eastern Swiss regional bank in a bind
The decline is mainly due to the interest rate turnaround.
Kepler Cheuvreux and Unigestion announce a strategic partnership
This partnership merges fundamental and quantitative research approaches, optimising portfolio management while diversifying and expanding the range of investment strategies.
Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase
This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced
LLB Group successfully continues growth course
For the first time in the company's history, the business volume was significantly above the 110 billion Swiss franc mark.
Citizens Private Wealth’s strategic expansion: boutique at scale
How Citizens Private Wealth is building a boutique-style wealth management experience with institutional strength.