08/14/2025
MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.
08/14/2025
Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.
08/14/2025
This result is attributable to an increase in operating income, particularly from the mortgage, deposit, securities, and investment business.
08/14/2025
The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.
08/14/2025
This strong result was driven by the increase in clients related to the launch of the free basic offering and the forward-looking management of the balance sheet structure.
08/14/2025
AKB benefited from strong growth in its customer volumes in the first half of 2025.
08/14/2025
Companies are currently navigating with limited visibility, trying to find new reference points in the murk.
08/14/2025
Bank fully implements China's new cross-border foreign currency framework. This offers multinational clients faster processing, reduced costs, and efficient compliance.
08/13/2025
Yet despite ongoing attempts to reshape global trade – and even talk of a renewed gold arbitrage - prices have been flatlining for several months now.
08/13/2025
North Canton, Ohio-based team adds $481 million in assets to Steward Partners
08/13/2025
German lender plots more hires as it looks to expand ultra high net worth team
08/13/2025
Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.
08/13/2025
Lending continues to be risk-conscious and responsible.
08/13/2025
The academy complements HSBC’s expanding wealth management presence in Malaysia.
08/13/2025
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
08/13/2025
The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.
08/13/2025
In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.
08/13/2025
This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.
08/12/2025
The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.
08/12/2025
Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.