02/14/2024
Forbes names Krause & Thorpe Best-In-State Wealth Management Team
This award was announced in January 2024 and is based on data as of March 31, 2023.
Wealth and Asset Management
02/14/2024
Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue
Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world.
02/14/2024
Ray Soudah: «External Asset Managers Are to Blame»
But consolidation has not happened at the rate expected, surprising advisers and regulators alike.
02/14/2024
UBP seeks to double Middle East business in five years
The Swiss private bank is eyeing Middle East business expansion by targeting new markets like Saudi Arabia.
02/14/2024
Successful St.Galler Kantonalbank: more profits, higher dividends
The St.Galler Kantonalbank expects earnings for the 2024 financial year to be at the same level as the previous year.
02/14/2024
37 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets
02/14/2024
Deutsche Bank announces set-up for advising UHNW clients in its home market
Looking ahead, Deutsche Bank will serve its UHNW clients in Germany
02/14/2024
Butterfield reports fourth quarter and full year 2023 results
The core efficiency ratio 1 for the year ended December 31, 2023 was 58.1% compared with 58.9% for the year ended December 31, 2022.
02/14/2024
Twenty Four Wealth boosts $814M practice with acquisition
Connecticut firm has acquired a $150M firm in New Hampshire.
02/14/2024
iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite
02/14/2024
M&G Wealth launches adviser tool ahead of LTA abolition
The tool can easily recognise whether allowances are higher under default or certificate rules.
02/14/2024
Abrdn shareholder sold out after ‘losing confidence’ in management: reports
The business has also restructured, closed or merged more than 250 of its investment funds.
02/13/2024
Macquarie Group 2024 Operational Briefing
The markets-facing businesses’ combined 3Q24 net profit contribution was substantially down on 3Q23.
02/13/2024
Wrise ME CEO talks leveraging tech to enhance GCC wealth management
Dhruba Jyoti Sengupta believes regional wealth management needs specialised tech platforms and more personalised offerings.
02/13/2024
Former private bankers from Credit Suisse get started in Solothurn
The former CS bankers say that the start was successful.
02/13/2024
Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined
Lessons learned from the wealth management industry.
02/13/2024
Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms
Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .
02/13/2024
Morningstar Wealth Adds SMAs from Asset Managers
Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform
02/13/2024
Bank customers could save more than 13 billion francs
The savings potential for private investors with a securities account has increased in recent years.
02/13/2024
Our investment outlook for 2024 CGWM
There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.