01/27/2023
Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.
01/27/2023
Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.
01/27/2023
It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.
01/27/2023
The latest cohort includes six employees achieving Level 4 qualifications and a further four achieving Level 6 of the Chartered Institute of Securities and Investment (CISI) pathway.
01/27/2023
Züricher Kantonalbank has received facilitated market access from BaFin, but has no plans for branches in Germany.
01/27/2023
It is expected that the changed environment will jeopardize the growth of private banks and will gradually reduce their profitability.
01/26/2023
Multibillion-dollar claims for damages brought by Georgian ex-prime minister Bidzina Ivanishvili against Credit Suisse subsidiaries in Bermuda and Singapore have been playing out in the background in recent weeks.
01/26/2023
Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.
01/26/2023
2022 annual results
01/26/2023
2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.
01/26/2023
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.
01/26/2023
Prime London property prices rose in the last quarter of 2022
01/26/2023
The simplified exemption that the bank received with the completion of a project lasting several years is considered to be the entry ticket for active market development on site.
01/26/2023
Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.
01/26/2023
Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.
01/26/2023
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
01/26/2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.