09/22/2022
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
UBS, the world’s largest wealth manager, will focus on organic growth in the U.S. market after calling off a planned $1.4 billion acquisition of Wealthfront, Khan said.
09/21/2022
The Brazilian group has effectively split its commercial efforts into two fronts: commercial strategy and commercial distribution.
09/21/2022
Moorea Real Asset fund will invest in infrastructure and property assets.
09/21/2022
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
09/21/2022
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
09/21/2022
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
09/21/2022
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
09/21/2022
The rebrand was announced earlier this year.
09/20/2022
The gap left by Credit Suisse in its hedge funds and institutional investor business will not remain filled for long.
09/20/2022
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
09/20/2022
She’s part of a division that’s a priority for the biggest US bank.
09/20/2022
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
09/20/2022
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.
09/20/2022
Bank CIC is a subsidiary of the French group Crédit Mutuel.
09/20/2022
US-headquartered asset manager changes tack in its latest insight on global asset allocation and the investment environment.
09/20/2022
Also Named Second in Best in Business Bank Category; Consistently Ranked #1 or in Top Three for the Past 13 Years
09/20/2022
The employees are mostly support personnel from the wealth management unit.
09/20/2022
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/20/2022
The Emerging Market Debt Stars Fund will provide an opportunity to generate a 5-6% total return, net of fees, over the medium term, from investing in the bonds of high-quality emerging market companies with strong fundamentals, lower inherent risks, and s