06/26/2023
Street Talk understands it is considering hiving off some of its lower value accounts to Ord Minnett as part of a strategic review that would pivot the business toward high-net-worth and ultra high-net-worth clients.
06/26/2023
The main challenge is defining what is true “value” in the services sector especially in wealth management, and subsequently attribute the right cost to pay for it.
06/26/2023
The new branch office will be managed by Jens Ennenbach and Matthias Wesseling.
06/26/2023
The Group further recorded relatively stable platform assets and turnover year-on-year.
06/26/2023
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
06/26/2023
The changes will see a discount of up to 0.05% applied to a fund’s fixed ongoing charge.
06/26/2023
The awards aim to highlight the best brands and their communication strategies, and to recognise the marketing and press function within the financial services sector.
06/26/2023
This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.
06/26/2023
The claim centred around $400 million in losses suffered by two unit-linked life insurance policies, of which Mr Ivanishvili and his family are the ultimate beneficiaries.
06/26/2023
As it bids to become one of the ‘leading players’ in the market
06/23/2023
Kian Abouhossein of Wall Street house JP Morgan is a self-confessed fan of UBS.
06/23/2023
The analysts said that the integration process could create share price volatility, due to factors including restructuring, mark-downs and litigation.
06/23/2023
Citizens' new team will focus on developing new wealth clients separate from its existing customers.
06/23/2023
Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.
06/23/2023
Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support
06/23/2023
Effective from 1 July
06/23/2023
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
For the fourth year in a row, Euromoney’s Awards for Excellence recognised UBS as the Middle East’s best bank for wealth management.
06/23/2023
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding