05/19/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
05/19/2022
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
05/18/2022
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
05/18/2022
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
05/18/2022
Demand for credit was good and both the mortgage and corporate loan books grew.
05/18/2022
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.
05/18/2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/18/2022
Winners were revealed at last night’s black tie gala dinner in London
05/17/2022
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Two practices bring with them combined assets of $335 million
05/17/2022
Zawya talks to Ramzi Khleif, General Manager – MENA of robo-advisory firm, StashAway, about the emerging investment trends in the region
05/17/2022
“In particular, a large number of South African billionaires have left the country over the past 10 to 20 years."
05/17/2022
Malnati who heads human resources at the private bank since October 2021 began her professional career at UBS in 1998.
05/17/2022
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.