06/13/2023
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/12/2023
The Asset also named Citi Digital Bank of the Year in Hong Kong, India, Indonesia, Thailand, and Sri Lanka.
06/12/2023
BNP Paribas and Agriculture Bank of China launch wealth-management joint-venture as regulator vows consistent and continued financial opening
06/12/2023
The transaction, which is subject to regulatory approval, is expected to complete later this year.
06/12/2023
Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.
06/12/2023
This prestigious accolade recognises Goldman Lampe's exceptional commitment to offering comprehensive and innovative wealth management solutions to its ultra-high-net-worth clientele.
06/12/2023
The Frankly digital pension solution has around CHF 1.9bn in pillar 3a customer assets.
06/12/2023
This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.
06/12/2023
The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.
06/12/2023
The judging panel ensures that the awards are held to the highest standard, remain respected and strive for them to act as a catalyst to drive up service standards and operations in the industry.
06/12/2023
While some wealth managers are pulling back from the Asian powerhouse, others are moving in as demand remains strong
06/12/2023
Newly rebranded from the well-known Top 35 Under 35, the Channel Island NextGen Leaders adopts new criteria that focuses on industry experience rather than age
06/09/2023
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
06/09/2023
Private banker gets international accolade
06/09/2023
The strategic collaboration between Oberon and Logic aims to expand their FinTech offering
06/09/2023
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.
06/09/2023
In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.
06/09/2023
Strategy focuses on underserved lower-risk senior segment of the market
06/09/2023
The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.
06/09/2023
Liquidation proceeds due to be sent to shareholders before the end of July after difficult year for passive fund.