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.
05/22/2024
Coping with this central task has apparently now become even more difficult for Bereaux.