09/20/2023
This will allow the bank to improve its customer service and simplify its business further, while helping achieve the strategic goals outlined at its Investor Day in February, which remain unchanged.
09/20/2023
Opus provides financial planning and wealth management services to more than 100 private client families with around £53m of assets under advice.
09/20/2023
NYC-based firm lands in the 46th spot in prestigious national ranking
09/20/2023
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
09/20/2023
The Singaporean private bank has decided to split its top management to cover four different regions, following the retirement of Olivier Dennis.
09/20/2023
The Tokyo-based brokerage is expanding its suite of products such as private credit, which are non-bank loans to borrowers including risky companies.
09/20/2023
Asian clients more broadly have been looking for more stable investments given a lot of volatility we’ve seen in markets over the last 18 months.
09/20/2023
As part of its Strategy 2025, Zuger Kantonalbank has set itself the goal of continuing to grow in business with wealthy customers
09/20/2023
AssetCo said its Parmenion stake is worth £75m-£90m and the platform has been the subject of several takeover bids.
09/20/2023
The nomination for the next leader of the Zurich-based investment house is expected in October.
09/20/2023
The Swiss private banks of the Association of Swiss Private Banks (VSPB) have also been participating in the initiative since 2022.
09/20/2023
Read detailed economic and market news from our in-house research team.
09/20/2023
For an upfront payment of £2.625m
09/20/2023
See who took home a trophy at last night’s ceremony in London
09/20/2023
Net flows remain positive into a third consecutive year despite known headwinds from UK institutional clients.
09/20/2023
Julius Baer also sees opportunities for growth-minded investors in Switzerland.
09/19/2023
Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global network, upgrading core cash management and trade finance capabilities.
09/19/2023
Shifts into the passive investing and ESG fixed-income domains are underway
09/19/2023
This acquisition further strengthens our operations in the North West as we look to build upon our existing presence in the area.
09/19/2023
Thompson Wealth Management, an RIA based in the Los Angeles region, and Redhawk Wealth Advisors, a prominent full-service RIA, have announced a new strategic partnership.