09/22/2022
Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.
09/22/2022
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
UBS, the world’s largest wealth manager, will focus on organic growth in the U.S. market after calling off a planned $1.4 billion acquisition of Wealthfront, Khan said.
09/21/2022
The Brazilian group has effectively split its commercial efforts into two fronts: commercial strategy and commercial distribution.
09/21/2022
Moorea Real Asset fund will invest in infrastructure and property assets.
09/21/2022
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
09/21/2022
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
09/21/2022
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
09/21/2022
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
09/21/2022
The rebrand was announced earlier this year.
09/20/2022
The gap left by Credit Suisse in its hedge funds and institutional investor business will not remain filled for long.
09/20/2022
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
09/20/2022
She’s part of a division that’s a priority for the biggest US bank.
09/20/2022
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
09/20/2022
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.
09/20/2022
Bank CIC is a subsidiary of the French group Crédit Mutuel.
09/20/2022
US-headquartered asset manager changes tack in its latest insight on global asset allocation and the investment environment.
09/20/2022
Also Named Second in Best in Business Bank Category; Consistently Ranked #1 or in Top Three for the Past 13 Years
09/20/2022
The employees are mostly support personnel from the wealth management unit.
09/20/2022
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.