05/17/2024
Why Schroders Capital is now going for wealth clients
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
05/16/2024
The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.
05/16/2024
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.
05/16/2024
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
05/16/2024
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.
05/16/2024
The unit is undergoing streamlining, cost reductions.
05/16/2024
Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.
05/16/2024
The bank is also seeking to open a representative office under the same roof.
05/16/2024
Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.
05/16/2024
The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.
05/15/2024
Total number of wealth and asset management firms surpasses 370 in the first quarter of 2024
05/15/2024
Part of the Spear's Wealth Management Indices 2024
05/15/2024
The investment manager will increasingly focus internationally in the future.
05/15/2024
The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.