06/29/2020
NAB, Australia's third largest bank, decided to divest its wealth management unit in 2018, but the plan has been delayed by a management overhaul and a special government-appointed inquiry into the financial services sector that found industry-wide m
06/29/2020
People are extremely adaptable as prolonged lockdowns have shown.
06/29/2020
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Strong digital uptake, demonstrable investment savvy
06/26/2020
Financial assets under management of $143.6 billion increased 5% over May 2019 and 5% over April 2020.
06/26/2020
Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.
06/26/2020
The Northern Trust Institute: A bold new approach to wealth optimization built on 130 years of data, analytics, expertise and real-world outcomes
06/26/2020
Hong Kong ranks top among international financial markets for its sophisticated regulatory framework, open markets and diverse financial products.
06/26/2020
They also wanted to honour his contribution to widening awareness of investment opportunities among the UK’s smaller companies.
06/26/2020
‘After eight years in France, our decision to expand our presence abroad is the expression of our will to bring our know-how in the design and distribution of financial products closer to our partners in Switzerland.
06/26/2020
Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans.
06/26/2020
This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.
06/26/2020
Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.
06/26/2020
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/25/2020
We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing
06/25/2020
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.
06/25/2020
Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US
06/24/2020
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.