10/17/2024
InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle
10/17/2024
A team at Citizens Private Bank is added to the workforce in Boca Raton.
10/17/2024
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/17/2024
The asset management industry is under pressure.
10/17/2024
Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.
10/17/2024
The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.
10/17/2024
Active fund manager hit by economic and political uncertainty ahead of Budget
10/16/2024
This is Warren's third inclusion on the list.
10/16/2024
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
One of his conclusions will particularly please Swiss private banks.
10/16/2024
It’s only right that in time, attention will turn to consumer support
10/16/2024
Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi
10/16/2024
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.
10/16/2024
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
The strategic initiative is driven by the original founders and shareholders.
10/16/2024
Hong Kong and Singapore are the world’s rising wealth centres
10/16/2024
UBS shares its views on the market impact based on varying package sizes that could be announced.
10/15/2024
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.