07/03/2024
This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.
07/03/2024
Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration
07/03/2024
Pollen Street’s takeover of the AIM-listed advice and wealth
07/03/2024
The survey revealed 88% of wealth managers and financial advisers believe UK retail investors will increase allocations to the asset class in the next six months.
07/03/2024
Best Bank in Cyprus for 2024 in Private Banking
07/03/2024
PIMFA argues that a case fee of £250 for CMCs and Professional Representatives does not act as a disincentive to bring forward targeted block cases against firms that have little chance of success.
07/03/2024
Private banks are increasingly seeing philanthropy as a way to encourage deeper engagement with wealthy family investors, particularly when dealing with the hard-to-please ‘next generation’ of clients.
07/02/2024
This is the second year in a row that she has been named to this list.
07/02/2024
The bank recently unveiled its new private banking segment, becoming the latest to serve Oman's burgeoning wealthy.
07/02/2024
The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.
07/02/2024
With an outstanding result for EV Digital Invest Assets Management AG: it was one of only 10 wealth managers to receive the highest rating of 5 stars.
07/02/2024
With Taiwan historically being excluded from the Common Reporting Standard network, this has posed a dilemma to financial institutions when it comes to money laundering issues.
07/02/2024
“Our expansion into Cyprus allows us to navigate the post-Brexit landscape more effectively, ensuring seamless service continuity for our international clients.”
07/02/2024
The bank’s new vehicle, ANZ Private Graphene Fund, has set its sights on an absolute return strategy, and enlisted of one of the world’s largest asset managers in Blackstone
07/02/2024
This offering will enable clients to benefit from the potential for diversification supported by low correlation to GDP and other major asset classes, as well as attractive risk-adjusted returns.
07/01/2024
Chief of Japan’s biggest brokerage and investment bank says he expects a generational shift with savers becoming more adventurous
07/01/2024
Company lost title to UBS when Credit Suisse was taken over
07/01/2024
The compensation revealed in the firm’s annual update has prompted Raymond James to make changes to its internal controls and processes.
07/01/2024
Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market
07/01/2024
Revenue: UK£86.2m (down 41% from FY 2022).