11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
Pictet AM strengthens China presence
The firm announced plans for new offices in China and New York in September.
11/23/2020
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”
11/23/2020
Combining services, technology and communication on a secure platform allows family office and wealth management firms to strengthen their clients’ trust and meet their needs while staying competitive in today’s technology-driven world.
11/23/2020
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.
11/23/2020
The Athletes and Entertainers Strategic Client Segment will work in close collaboration with UBS Financial Advisors, who have long been advising and supporting athletes and entertainers on their financial plans.
11/22/2020
For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.
11/22/2020
Similar to wealth, wealth management has gone through layers of evolution to become a specialised investment advisory service
11/20/2020
Through avenues that include regular webinars and increasingly popular podcasts, Nicola’s team works hard to educate clients and help them become more informed investors.
11/20/2020
The name of Banque Havilland has appeared again and again in connection with major financial and political scandals
11/20/2020
This award recognises personal and company achievements together with contributions within the European funds community.
11/20/2020
The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr
11/20/2020
Bank preferred bidder for brokerage it sold after taxpayer bailout
11/20/2020
He also discusses how private bankers are having to become increasingly specialised.
11/20/2020
Several years after it sold off the intellectual property relating to its UK robo-adviser
11/20/2020
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.
11/19/2020
Advisor Group and Sagepoint recruit Veater Financial Group
In addition to SagePoint Financial, Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial.
11/19/2020
Ganita Wealth launches capital bond to finance acquisitions in UK wealth management sector
This bond will help to facilitate that growth as we look to acquire high growth IFA and fund management businesses.