11/10/2023
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.
11/10/2023
Analysts at the Swiss bank predict that the FCA will shine a spotlight on platforms retaining a cash margin following the consumer duty, with HL and AJ Bell set to lose out.
11/10/2023
Their business provides the financial strength, compliance framework and stability a smaller firm like ours needs to grow and prosper within a sector that continues to face significant regulatory challenges.
11/10/2023
Another £2.8 million of bonuses and variable pay for this year has also been cancelled, bringing the total to £7.6 million.
11/10/2023
The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.
11/10/2023
It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.
11/10/2023
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
11/10/2023
Photos from the awards ceremony held in London on 1 November
11/10/2023
Being on track, means we are backed by Connected Wealth
11/10/2023
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/10/2023
Nneka Orji, Sarah King and Shalini Khemka discuss why the vast gender gap still persists in investment and wealth management – and what can be done to close it.
11/10/2023
There were several initiatives from Northern Trust which the judges felt worthy of note
11/09/2023
Regulator has sought stronger anti-money laundering controls
11/09/2023
The annual listing recognises expert advisers within the crypto and digital assets industry.
11/09/2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.