11/18/2020
QNB named Best Private Bank
Winning the awards is a clear recognition of QNB’s successful model to create greater value to its customers as it grows stronger thanks to its focus on customer experience in local and international markets
11/18/2020
Winning the awards is a clear recognition of QNB’s successful model to create greater value to its customers as it grows stronger thanks to its focus on customer experience in local and international markets
11/18/2020
VZ Group has been listed on the SIX Swiss Exchange since 2007 and employs more than 1,200 staff in Switzerland and Germany.
11/18/2020
The transaction boosts Kingswood’s client facing advisory team to 67 people and increases assets under advice/management to circa £5.0 billion from over 16,000 active clients.
11/18/2020
The business has 100 locations with a strong presence in major cities on the East and West Coasts, in Florida and Texas.
11/18/2020
Wealthy clients are increasingly demanding a clear connection between the value they receive from your firm and the advisory fee they're paying.
11/17/2020
Mr Hinduja, appointed this year as CEO of SP Hinduja Banque Privée, led a list of winners comprising the leading institutions serving family offices and ultra-high net worth clients.
11/17/2020
Our member firms’ industry knowledge allows them to understand and better serve their clients’ needs and financial ambitions.
11/17/2020
Former banker Stephen Bird is also looking to take inspiration from Blackrock with move into ETFs
11/17/2020
Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.
11/17/2020
“The fact that financial services providers continue to innovate and engineer products that attract investor demand is encouraging,” he said.
11/17/2020
Our strategy is clear and our focus remains on execution
11/17/2020
Advisers need to start engaging those younger clients now.
11/17/2020
The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
11/16/2020
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients
11/16/2020
This report examines the different approaches of family offices in the East (the Asia region generally) and West (Europe and North America) and explores the role culture, family and wealth generation play in terms of their structure and management.
11/16/2020
Not all private bankers focus on investments, whereas wealth management firms place a huge emphasis on building your investment portfolio. Wealth management also concentrates on financial planning and advising.
11/16/2020
The first line of the recently released State of Remote Work report states, “2020 is the year the world went remote.”
11/16/2020
StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.
11/16/2020
But questions of technology are not the key point when it comes to bringing Switzerland further forward in open banking.
11/16/2020
The status of Downing Street’s head of communications was threatened because Johnson wanted to appoint Allegra Stratton as his press secretary.