01/04/2022
Regal, which was launched in 2020, offers wealth management services such as goals-based investment management, tax planning, legacy planning, and assistance with both business and personal financing.
01/03/2022
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors
01/03/2022
Credit Suisse shares closed the year at 8.87 francs per share.
01/03/2022
Under the revised plan for the wealth management products, all interest payments will be paused from today.
01/03/2022
All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.
01/03/2022
«We view these minor infractions as nothing but distractions and the focus must be on the major issue at hand: Credit Suisse's turnaround.»
01/03/2022
The parties have signed a corresponding agreement, according to which the transaction shall be completed in Q1 2022.
01/03/2022
For their part, investors haven't always done well on their stockholdings
01/03/2022
Richard Meddings was made a Commander of the British Empire by Queen Elizabeth in her annual New Year's honors list.
01/03/2022
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division
01/02/2022
The majority of incremental market growth in future will go to 'WealthTech' enterprises with a 'phygital' (physical + digital) model that goes beyond traditional firms, say experts.
12/30/2021
This is the eleventh tranche of such shares issued as part of an £80m commitment made to Kingswood by investment management firm Pollen Street back in September 2019. Some £47.8m in total equity has been issued so far.
12/30/2021
Passive real estate investing can create the ability for individuals to invest in real estate without the stress or time constraint of operating the real estate property.
12/30/2021
COVID-19 has Americans on the move. And that's an opportunity for advisors.
12/29/2021
The Australian who has run the New York bank since 2010 has turned in a better performance than most rivals.
12/29/2021
It employs roughly 50 people in Geneva, Zurich, and London and manages $4 billion.
12/29/2021
Ariane de Rothschild who began her career trading metals and forex and became a baroness through marriage, took over at Edmond de Rothschild this year
12/29/2021
They are making life increasingly difficult for wealth managers.
12/29/2021
As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.
12/29/2021
The Swiss bank launched a probe into its chairman for skirting COVID-19 rules, finews.com has learned.