08/10/2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Total income increased by 36% driven by strong net interest income development, benefitting from higher margins on deposits
08/10/2023
Investment Week analysis
08/10/2023
Making it the second-largest asset allocation in UHNW portfolios
08/10/2023
CI continues to expand and enhance its services for affluent investors
08/10/2023
Catering to high-net-worth clients, SCB Julius Baer offers a comprehensive suite of wealth management services.
08/10/2023
Q4 Recurring revenues grew 7%, up 8% constant currency, with Diluted EPS growth of 30% and Adjusted EPS growth of 21%
08/09/2023
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
Being a commercial bank, building a wealth management book offers three critical advantages over its competitors.
08/09/2023
Customer loans increased again and income from interest business increased significantly.
08/09/2023
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
Net profit increased 38 percent to 106.5 million francs.
08/09/2023
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.
08/09/2023
Records a net foreign currency exchange loss of USD205,143 compared to USD137,603 the year prior.
08/09/2023
The research also spotlighted the growing popularity of semi-liquid funds, especially among the high-net-worth (HNW) and ultra-HNW (UHNW) investor brackets.
08/09/2023
Fund manager's boss looks to potential future deals as he hopes to put Gars' fall from grace behind the firm
08/09/2023
And also wants to expand its advice operation internationally