07/21/2021
Maybank Islamic launches wealth management plan
The clients will have access to Shariah advisory to obtain expert views relating to Islamic wealth and legacy planning such as zakat, wasiat and hibah.
07/21/2021
The clients will have access to Shariah advisory to obtain expert views relating to Islamic wealth and legacy planning such as zakat, wasiat and hibah.
07/21/2021
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
Bank seeks to tap interest of large investors seeking more diversity
07/21/2021
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.
07/21/2021
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
One main reason of this emergence is that it’s too costly and complicated to deliver those services in the current regime.
07/20/2021
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
Region's top exec Bruno Daher known for fiery displays and direct personal attacks
07/20/2021
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
Total fee-generating assets rose 6 percent to $119 billion in Asia Pacific from the first quarter of 2021.
07/20/2021
Swiss Life Asset Managers will retain NRP’s real estate unit of 39 employees and its Oslo office which will operate under the Swiss Life Asset Managers brand.
07/20/2021
The transition is effective immediately.
07/20/2021
As advice giant gears up to unveil its own investment proposition
07/20/2021
JPMorgan’s acquisition of UK fintech Nutmeg has analysts wondering if and when Australia’s retail banking giants become tempted by the burgeoning market for digital investment advice.
07/20/2021
Credit Suisse has taken a hit exceeding $5 billion tied to the collapses of Archegos and Greensill.
07/20/2021
Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.