09/05/2024
Banks are ceding their wealth funnel advantage, says Cerulli
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.
09/05/2024
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.
09/05/2024
Wealth managers must leverage tech’s speed, efficiency to meet client expectations
09/05/2024
Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.
09/05/2024
While three years have already passed, the firm still faces significant challenges.
09/04/2024
In contrast, the bank posted a profit of 10.5 million francs in the previous year, following a comprehensive reorganization by its parent company, Intesa Sanpaolo.
09/04/2024
The growth of Calastone’s presence aligns with regulatory efforts to bolster Taiwan’s standing as a preeminent asset management hub.
09/04/2024
Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.
09/04/2024
By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.
09/04/2024
JPMorgan’s international private bank is larger than any of its US rivals
09/04/2024
The overall result increased by CHF 5.9 billion or 78% compared with the previous year.
09/04/2024
Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".
09/04/2024
As a universal bank, Zürcher Kantonalbank offers its customers all relevant financial services, including the trading and custody of cryptocurrencies.
09/03/2024
The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions
09/03/2024
The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.
09/03/2024
The research included wealth managers and financial advisers representing organisations managing approximately £1.207 trillion in assets.
09/03/2024
Two years after its launch, MEAC has lived up to its promise, raising €211m in commitments, from which 30% come from private clients attracted by the multi-thematic approach of this SFDR Article 9 fund1.
09/03/2024
Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.
09/03/2024
By the time those grandchildren have kids, 90 per cent of that family fortune will be gone.
09/03/2024
The product aims to overcome the key challenges faced by wealth managers in accessing private markets.