03/19/2024
Integritas Wealth Partners have attained CISI Chartered Firm Status
CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism
03/19/2024
CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism
03/19/2024
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.
03/19/2024
In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.
03/19/2024
Revenue more than doubled to £15.0 million from £6.3 million.
03/18/2024
Together, non-boomers make up more than 53% of the country’s households but control just 27% of the wealth.
03/18/2024
Changing market conditions could act as headwinds
03/18/2024
At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.
03/18/2024
Within Asia, he said that there were positions in Hong Kong that the bank was seeking to fill.
03/18/2024
When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.
03/18/2024
As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.
03/18/2024
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
03/18/2024
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/18/2024
A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.
03/18/2024
The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.
03/18/2024
Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.
03/15/2024
As a result, many are increasingly exploring opportunities in alternatives.
03/15/2024
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures