Financial Results
8 August 2024

Quilter Posts Positive 2024 Results

UK wealth management business Quilter releases its financial results for the first half of 2024. ...

Surveys
8 August 2024

Family Offices Are Becoming More Professional, But Challenges Loom – Ocorian

Ocorian, a provider of services to HNW individuals and family offices, financial institutions,...

Strategy
8 August 2024

Schroders, Benchmark Help Advisors Surf Wealth Transfer Wave

The wealth management organisations say their advice is designed to help those working with clients...

Investment Strategies
8 August 2024

As Government Screws Tighten, Focus On After-Tax Returns – Partners Capital

A firm that optimises for after-tax returns talks to this news service about the details that...

Financial Results
7 August 2024

Second-Quarter Profits Drop At ABN AMRO

The Dutch bank has, among other moves, expanded its footprint in the German private banking and...

People Moves
7 August 2024

India's Nuvama Private Launches In DIFC, Appoints Senior Executive Officer

The India-based private banking business, part of a wider group, said there is a "growing...

Investment Strategies
7 August 2024

Credit Risks Big Focus For Global Investment House

We talk to an investment house that looks at specific risks, and discusses credit risk in...

Investment Strategies
7 August 2024

US Recession Risks Limited Despite Equity Sell-Off – Lombard Odier

Global chief investment officer Michael Strobaek at Swiss private bank Lombard Odier discusses...

People Moves
7 August 2024

Deutsche Names Market Heads For Private Bank's Global South Asia, Africa Arm

One of the market heads is joining from Julius Baer and the other returned to the bank having been...

Alt Investments
7 August 2024

VC Funds Returns Ticked Higher In Early 2024; Sector Still Licking Wounds – MSCI

VC returns hit the lights out in 2020 and 2021 but the following year saw a slump as central banks...