05/24/2024
In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.
05/24/2024
HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer
05/24/2024
The offer is still less than half of Hargreaves Lansdown’s share price five years ago.
05/24/2024
The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.
05/24/2024
The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.
05/24/2024
The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.
05/23/2024
This would mean that the German fintech could accept as many new customers as it wishes in the near future.
05/23/2024
This is three times the team size Bossart found upon his arrival in the fall of 2022.
05/23/2024
The initiatives discussed covered the alignment of taxonomies, facilitation of green finance flows, and the development of a decarbonisation rating platform.
05/23/2024
Clients met with prominent venture capitalists and promising start-ups, gaining insights on thriving in the era of rapid technological change.
05/23/2024
Now everyone can order offers from banks and asset managers free of charge.
05/23/2024
Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.
05/23/2024
The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.
05/23/2024
This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books
05/23/2024
Paris-based independent operator delivers on ambition to grow through acquisition.
05/23/2024
Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.
05/23/2024
Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.
05/23/2024
The 86-year-old passed away in the presence of family, following a long illness.
05/22/2024
Winning young clients is critical to future success for private banks and wealth managers
05/22/2024
The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.